Ratio Wealth Group’s Shopify SHOP Stock Holding History

Ratio Wealth Group’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	–	Sell	-2,000	Closed	-$271K	–	61
2021 Q3	$271K	Buy	+2,000	New	+$300K	0.09%	47

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

Ratio Wealth Group's SHOP Position: Q4 2021 in Review

Ratio Wealth Group sold out of Shopify (SHOP) in Q4 2021, closing a stake of 2,000 shares — an estimated $271K sold.

Ratio Wealth Group first reported a position in SHOP in Q3 2021 and held it in 1 quarter. The position peaked at $271K in Q3 2021. 1,350 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

Ratio Wealth Group reported no remaining Shopify position as of Q4 2021 after selling out during the quarter.
Ratio Wealth Group sold 2,000 Shopify shares in Q4 2021, an estimated $271K.
Ratio Wealth Group first reported a position in Shopify in Q3 2021 and held it in 1 quarter.
Ratio Wealth Group's Shopify position peaked at $271K in Q3 2021.
1,350 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

Based on Ratio Wealth Group's 13F filing for Q4 2021, filed 27 Mar 2023.