Ropes Wealth Advisors’s Shopify SHOP Stock Holding History

Ropes 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
2021 Q1	–	Sell	-1,370	Closed	-$155K	–	692
2020 Q4	$155K	Buy	1,370 +60	+5%	+$6.3K	0.02%	251
2020 Q3	$134K	Hold	1,310	–	–	0.03%	239
2020 Q2	$124K	Hold	1,310	–	–	0.03%	235
2020 Q1	$55K	Buy	1,310 +260	+25%	+$11.7K	0.01%	276
2019 Q4	$42K	Hold	1,050	–	–	0.01%	348
2019 Q3	$33K	Sell	1,050 -430	-29%	-$14.7K	0.01%	372
2019 Q2	$44K	Buy	1,480 +430	+41%	+$11.2K	0.01%	352
2019 Q1	$22K	Hold	1,050	–	–	0.01%	401
2018 Q4	$15K	Hold	1,050	–	–	﹤0.01%	400
2018 Q3	$17K	Hold	1,050	–	–	﹤0.01%	419
2018 Q2	$15K	Hold	1,050	–	–	﹤0.01%	441
2018 Q1	$13K	Hold	1,050	–	–	﹤0.01%	445
2017 Q4	$11K	Buy	+1,050	New	+$10.8K	﹤0.01%	522

Other funds holding SHOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ropes Wealth Advisors's SHOP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Shopify (SHOP) in Q1 2021, closing a stake of 1,370 shares — an estimated $155K sold.

Ropes Wealth Advisors first reported a position in SHOP in Q4 2017 and held it in 13 quarters. The position peaked at $155K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold SHOP as of Q1 2021.

Ropes Wealth Advisors reported no remaining Shopify position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,370 Shopify shares in Q1 2021, an estimated $155K.
Ropes Wealth Advisors first reported a position in Shopify in Q4 2017 and held it in 13 quarters.
Ropes Wealth Advisors's Shopify position peaked at $155K in Q4 2020.
1,154 funds tracked by Wall St. Rank held Shopify as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.