Milestone Wealth’s Shopify SHOP Stock Holding History

Milestone Wealth’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	-310	Closed	-$43K	–	244
2022 Q1	$43K	Hold	310	–	–	0.04%	146
2021 Q4	$43K	Buy	+310	New	+$45.3K	0.03%	146

Other funds holding SHOP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Milestone Wealth's SHOP Position: Q2 2022 in Review

Milestone Wealth sold out of Shopify (SHOP) in Q2 2022, closing a stake of 310 shares — an estimated $43K sold.

Milestone Wealth first reported a position in SHOP in Q4 2021 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

Milestone Wealth reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 310 Shopify shares in Q2 2022, an estimated $43K.
Milestone Wealth first reported a position in Shopify in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Shopify position peaked at $43K in Q1 2022.
965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.