Parisi Gray Wealth Management’s Shopify SHOP Stock Holding History

Parisi Gray 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	-6,450	Closed	-$436K	–	115
2022 Q1	$436K	Buy	6,450 +280	+5%	+$23K	0.18%	84
2021 Q4	$850K	Buy	6,170 +190	+3%	+$27.8K	0.32%	58
2021 Q3	$808K	Buy	5,980 +10	+0.2%	+$1.5K	0.33%	61
2021 Q2	$872K	Buy	5,970 +300	+5%	+$37K	0.32%	60
2021 Q1	$627K	Buy	5,670 +100	+2%	+$12.1K	0.26%	71
2020 Q4	$630K	Buy	5,570 +360	+7%	+$37.8K	0.28%	65
2020 Q3	$533K	Buy	5,210 +1,610	+45%	+$160K	0.28%	65
2020 Q2	$342K	Buy	+3,600	New	+$250K	0.2%	84

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

Parisi Gray Wealth Management's SHOP Position: Q2 2022 in Review

Parisi Gray Wealth Management sold out of Shopify (SHOP) in Q2 2022, closing a stake of 6,450 shares — an estimated $436K sold.

Parisi Gray Wealth Management first reported a position in SHOP in Q2 2020 and held it in 8 quarters. The position peaked at $872K in Q2 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

Parisi Gray Wealth Management reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
Parisi Gray Wealth Management sold 6,450 Shopify shares in Q2 2022, an estimated $436K.
Parisi Gray Wealth Management first reported a position in Shopify in Q2 2020 and held it in 8 quarters.
Parisi Gray Wealth Management's Shopify position peaked at $872K in Q2 2021.
965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.