QFA
SHOP icon

Quattro Financial Advisors’s Shopify SHOP Stock Holding History

Quattro 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
2020
Q1 		– Sell
-2,640
Closed -$116K – 57
2019
Q4 		$116K Buy
+2,640
New +$89.3K 0.04% 55

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Quattro Financial Advisors's SHOP Position: Q1 2020 in Review

Quattro Financial Advisors sold out of Shopify (SHOP) in Q1 2020, closing a stake of 2,640 shares — an estimated $116K sold.

Quattro Financial Advisors first reported a position in SHOP in Q4 2019 and held it in 1 quarter. The position peaked at $116K in Q4 2019. 699 funds tracked by Wall St. Rank hold SHOP as of Q1 2020.

  • Quattro Financial Advisors reported no remaining Shopify position as of Q1 2020 after selling out during the quarter.
  • Quattro Financial Advisors sold 2,640 Shopify shares in Q1 2020, an estimated $116K.
  • Quattro Financial Advisors first reported a position in Shopify in Q4 2019 and held it in 1 quarter.
  • Quattro Financial Advisors's Shopify position peaked at $116K in Q4 2019.
  • 699 funds tracked by Wall St. Rank held Shopify as of Q1 2020.

Based on Quattro Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.