RW
SHOP icon

REDW Wealth’s Shopify SHOP Stock Holding History

REDW Wealth’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
-2,350
Closed -$324K – 127
2021
Q4 		$324K Hold
2,350
– – 0.09% 80
2021
Q3 		$319K Hold
2,350
– – 0.1% 79
2021
Q2 		$343K Sell
2,350
-100
-4% -$12.3K 0.11% 80
2021
Q1 		$271K Hold
2,450
– – 0.09% 86
2020
Q4 		$277K Hold
2,450
– – 0.1% 73
2020
Q3 		$251K Hold
2,450
– – 0.11% 76
2020
Q2 		$233K Buy
+2,450
New +$170K 0.12% 75

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

REDW Wealth's SHOP Position: Q1 2022 in Review

REDW Wealth sold out of Shopify (SHOP) in Q1 2022, closing a stake of 2,350 shares — an estimated $324K sold.

REDW Wealth first reported a position in SHOP in Q2 2020 and held it in 7 quarters. The position peaked at $343K in Q2 2021. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • REDW Wealth reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • REDW Wealth sold 2,350 Shopify shares in Q1 2022, an estimated $324K.
  • REDW Wealth first reported a position in Shopify in Q2 2020 and held it in 7 quarters.
  • REDW Wealth's Shopify position peaked at $343K in Q2 2021.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on REDW Wealth's 13F filing for Q1 2022, filed 10 May 2022.