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River Wealth Advisors’s Shopify SHOP Stock Holding History

River 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
2019
Q1 		– Sell
-150
Closed -$2K – 426
2018
Q4 		$2K Hold
150
– – ﹤0.01% 511
2018
Q3 		$2K Hold
150
– – ﹤0.01% 545
2018
Q2 		$2K Buy
+150
New +$2.12K ﹤0.01% 548

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's SHOP Position: Q1 2019 in Review

River Wealth Advisors sold out of Shopify (SHOP) in Q1 2019, closing a stake of 150 shares — an estimated $2K sold.

River Wealth Advisors first reported a position in SHOP in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 460 funds tracked by Wall St. Rank hold SHOP as of Q1 2019.

  • River Wealth Advisors reported no remaining Shopify position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 150 Shopify shares in Q1 2019, an estimated $2K.
  • River Wealth Advisors first reported a position in Shopify in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Shopify position peaked at $2K in Q4 2018.
  • 460 funds tracked by Wall St. Rank held Shopify as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.