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Professional Financial Advisors’s Shopify SHOP Stock Holding History

Professional 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
2022
Q1 		– Sell
-2,020
Closed -$278K – 511
2021
Q4 		$278K Sell
2,020
-10
-0.5% -$1.46K 0.12% 88
2021
Q3 		$275K Buy
+2,030
New +$304K 0.16% 78
2021
Q1 		– Sell
-3,480
Closed -$394K – 399
2020
Q4 		$394K Buy
3,480
+570
+20% +$59.8K 0.31% 59
2020
Q3 		$269K Buy
2,910
+140
+5% +$13.9K 0.25% 74
2020
Q2 		$263K Buy
+2,770
New +$192K 0.35% 53

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Professional Financial Advisors's SHOP Position: Q1 2022 in Review

Professional Financial Advisors sold out of Shopify (SHOP) in Q1 2022, closing a stake of 2,020 shares — an estimated $278K sold.

Professional Financial Advisors first reported a position in SHOP in Q2 2020 and held it in 5 quarters. The position peaked at $394K in Q4 2020. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Professional Financial Advisors reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 2,020 Shopify shares in Q1 2022, an estimated $278K.
  • Professional Financial Advisors first reported a position in Shopify in Q2 2020 and held it in 5 quarters.
  • Professional Financial Advisors's Shopify position peaked at $394K in Q4 2020.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.