RWA
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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return