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Mariner Independent Advisor Network’s Shopify SHOP Stock Holding History

Mariner Independent Advisor Network’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.43M Buy
127,274
+22,973
+22% +$781K 0.15% 155
2022
Q2 		$3.61M Buy
+104,301
New +$4.45M 0.15% 155

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Mariner Independent Advisor Network's SHOP Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Shopify (SHOP) stake by 22% in Q3 2022, buying an estimated $781K and bringing the position to 127,274 shares worth $3.43M. The position accounts for 0.15% of the portfolio, ranked #155.

Mariner Independent Advisor Network first reported a position in SHOP in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.61M in Q2 2022. 884 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

  • Mariner Independent Advisor Network held 127,274 shares of Shopify worth $3.43M as of Q3 2022.
  • Mariner Independent Advisor Network bought 22,973 Shopify shares in Q3 2022, an estimated $781K.
  • Shopify made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #155 holding.
  • Mariner Independent Advisor Network first reported a position in Shopify in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's Shopify position peaked at $3.61M in Q2 2022.
  • 884 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.