Mattern Wealth Management’s Shopify SHOP Stock Holding History

Mattern Wealth Management’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 Q2	–	Sell	-3,130	Closed	-$212K	–	160
2022 Q1	$212K	Buy	3,130 +30	+1%	+$2.46K	0.07%	151
2021 Q4	$427K	Buy	3,100 +10	+0.3%	+$1.46K	0.13%	117
2021 Q3	$419K	Hold	3,090	–	–	0.14%	118
2021 Q2	$446K	Buy	3,090 +50	+2%	+$6.16K	0.14%	121
2021 Q1	$336K	Hold	3,040	–	–	0.12%	127
2020 Q4	$344K	Sell	3,040 -80	-3%	-$8.4K	0.13%	125
2020 Q3	$319K	Hold	3,120	–	–	0.14%	122
2020 Q2	$296K	Buy	+3,120	New	+$217K	0.14%	114

Other funds holding SHOP

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 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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return