MinichMacGregor Wealth Management’s Shopify SHOP Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-360	Closed	-$12.5K	–	550
2022 Q4	$12.5K	Buy	+360	New	+$12.3K	﹤0.01%	384
2018 Q4	–	Sell	-250	Closed	-$4K	–	448
2018 Q3	$4K	Hold	250	–	–	﹤0.01%	413
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	428
2018 Q1	$3K	Hold	250	–	–	﹤0.01%	409
2017 Q4	$2K	Sell	250 -3,310	-93%	-$33.9K	﹤0.01%	424
2017 Q3	$41K	Buy	3,560 +280	+9%	+$2.86K	0.03%	119
2017 Q2	$28K	Buy	3,280 +2,780	+556%	+$23.5K	0.02%	147
2017 Q1	$3K	Sell	500 -3,040	-86%	-$17.5K	﹤0.01%	371
2016 Q4	$15K	Sell	3,540 -90	-2%	-$378	0.01%	207
2016 Q3	$15K	Buy	+3,630	New	+$13.9K	0.01%	212

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's SHOP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Shopify (SHOP) in Q1 2023, closing a stake of 360 shares — an estimated $12.5K sold.

MinichMacGregor Wealth Management first reported a position in SHOP in Q3 2016 and held it in 10 quarters. The position peaked at $41K in Q3 2017. 1,025 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 360 Shopify shares in Q1 2023, an estimated $12.5K.
MinichMacGregor Wealth Management first reported a position in Shopify in Q3 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's Shopify position peaked at $41K in Q3 2017.
1,025 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.