Phoenix Wealth Advisors’s Shopify SHOP Stock Holding History

Phoenix Wealth 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
2023 Q2	–	Sell	-5,985	Closed	-$287K	–	112
2023 Q1	$287K	Sell	5,985 -135	-2%	-$5.94K	0.18%	80
2022 Q4	$212K	Buy	+6,120	New	+$209K	0.13%	104
2022 Q3	–	Sell	-7,380	Closed	-$231K	–	118
2022 Q2	$231K	Buy	+7,380	New	+$315K	0.23%	101
2022 Q1	–	Sell	-7,100	Closed	-$979K	–	123
2021 Q4	$979K	Sell	7,100 -730	-9%	-$107K	0.74%	35
2021 Q3	$1.06M	Buy	7,830 +220	+3%	+$33K	0.79%	32
2021 Q2	$1.17M	Buy	7,610 +100	+1%	+$12.3K	0.84%	33
2021 Q1	$868K	Buy	7,510 +3,490	+87%	+$422K	0.68%	42
2020 Q4	$455K	Buy	+4,020	New	+$422K	0.35%	63

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

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

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

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

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

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

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

Phoenix Wealth Advisors's SHOP Position: Q2 2023 in Review

Phoenix Wealth Advisors sold out of Shopify (SHOP) in Q2 2023, closing a stake of 5,985 shares — an estimated $287K sold.

Phoenix Wealth Advisors first reported a position in SHOP in Q4 2020 and held it in 8 quarters. The position peaked at $1.17M in Q2 2021. 1,124 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

Phoenix Wealth Advisors reported no remaining Shopify position as of Q2 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 5,985 Shopify shares in Q2 2023, an estimated $287K.
Phoenix Wealth Advisors first reported a position in Shopify in Q4 2020 and held it in 8 quarters.
Phoenix Wealth Advisors's Shopify position peaked at $1.17M in Q2 2021.
1,124 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.