Paradigm Financial Advisors’s Shopify SHOP Stock Holding History

Paradigm Financial Advisors’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 Q4	$278K	Hold	2,020	–	–	0.06%	176
2021 Q3	$274K	Hold	2,020	–	–	0.06%	166
2021 Q2	$295K	Hold	2,020	–	–	0.07%	162
2021 Q1	$224K	Buy	2,020 +230	+13%	+$27.8K	0.05%	175
2020 Q4	$203K	Sell	1,790 -1,710	-49%	-$180K	0.05%	153
2020 Q3	$358K	Sell	3,500 -1,050	-23%	-$104K	0.1%	92
2020 Q2	$432K	Buy	+4,550	New	+$316K	0.14%	81

Other funds holding SHOP

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Paradigm Financial Advisors's SHOP Position: Q4 2021 in Review

Paradigm Financial Advisors held its Shopify (SHOP) position steady in Q4 2021 at 2,020 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #176.

Paradigm Financial Advisors first reported a position in SHOP in Q2 2020 and has held it in 7 quarters since. The position peaked at $432K in Q2 2020. 1,350 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

Paradigm Financial Advisors held 2,020 shares of Shopify worth $278K as of Q4 2021.
Paradigm Financial Advisors left its Shopify share count unchanged in Q4 2021.
Shopify made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #176 holding.
Paradigm Financial Advisors first reported a position in Shopify in Q2 2020 and has held it in 7 quarters since.
Paradigm Financial Advisors's Shopify position peaked at $432K in Q2 2020.
1,350 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.