Sanford Advisory Services’s Shopify SHOP Stock Holding History

Sanford Advisory Services’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 Q3	–	Sell	-6,790	Closed	-$212K	–	118
2022 Q2	$212K	Buy	6,790 +2,840	+72%	+$121K	0.06%	110
2022 Q1	$267K	Sell	3,950 -790	-17%	-$64.9K	0.07%	93
2021 Q4	$653K	Hold	4,740	–	–	0.15%	55
2021 Q3	$642K	Hold	4,740	–	–	0.16%	56
2021 Q2	$693K	Hold	4,740	–	–	0.18%	49
2021 Q1	$524K	Hold	4,740	–	–	0.15%	58
2020 Q4	$537K	Buy	+4,740	New	+$498K	0.17%	54

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sanford Advisory Services's SHOP Position: Q3 2022 in Review

Sanford Advisory Services sold out of Shopify (SHOP) in Q3 2022, closing a stake of 6,790 shares — an estimated $212K sold.

Sanford Advisory Services first reported a position in SHOP in Q4 2020 and held it in 7 quarters. The position peaked at $693K in Q2 2021. 883 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

Sanford Advisory Services reported no remaining Shopify position as of Q3 2022 after selling out during the quarter.
Sanford Advisory Services sold 6,790 Shopify shares in Q3 2022, an estimated $212K.
Sanford Advisory Services first reported a position in Shopify in Q4 2020 and held it in 7 quarters.
Sanford Advisory Services's Shopify position peaked at $693K in Q2 2021.
883 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on Sanford Advisory Services's 13F filing for Q3 2022, filed 9 Nov 2022.