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Scissortail Wealth Management’s Shopify SHOP Stock Holding History

Scissortail Wealth Management’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
-106
Closed -$146K – 139
2022
Q2 		$146K Buy
+106
New +$4.53K 0.06% 108
2022
Q1 		– Sell
-1,060
Closed -$146K – 138
2021
Q4 		$146K Buy
+1,060
New +$155K 0.06% 108

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Royal Bank of Canada
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

Scissortail Wealth Management's SHOP Position: Q3 2022 in Review

Scissortail Wealth Management sold out of Shopify (SHOP) in Q3 2022, closing a stake of 106 shares — an estimated $146K sold.

Scissortail Wealth Management first reported a position in SHOP in Q4 2021 and held it in 2 quarters. The position peaked at $146K in Q2 2022. 883 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

  • Scissortail Wealth Management reported no remaining Shopify position as of Q3 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 106 Shopify shares in Q3 2022, an estimated $146K.
  • Scissortail Wealth Management first reported a position in Shopify in Q4 2021 and held it in 2 quarters.
  • Scissortail Wealth Management's Shopify position peaked at $146K in Q2 2022.
  • 883 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on Scissortail Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.