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Meridian Wealth Partners’s Shopify SHOP Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-1,210
Closed -$134K – 1051
2021
Q1 		$134K Buy
1,210
+270
+29% +$32.6K 0.04% 90
2020
Q4 		$106K Buy
940
+50
+6% +$5.25K 0.04% 97
2020
Q3 		$91K Buy
890
+100
+13% +$9.94K 0.05% 97
2020
Q2 		$75K Buy
+790
New +$54.8K 0.04% 107
2020
Q1 		– Sell
-800
Closed -$32K – 212
2019
Q4 		$32K Buy
+800
New +$27.1K 0.02% 158

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Meridian Wealth Partners's SHOP Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Shopify (SHOP) in Q2 2021, closing a stake of 1,210 shares — an estimated $134K sold.

Meridian Wealth Partners first reported a position in SHOP in Q4 2019 and held it in 5 quarters. The position peaked at $134K in Q1 2021. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Shopify position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,210 Shopify shares in Q2 2021, an estimated $134K.
  • Meridian Wealth Partners first reported a position in Shopify in Q4 2019 and held it in 5 quarters.
  • Meridian Wealth Partners's Shopify position peaked at $134K in Q1 2021.
  • 1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.