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Selective Wealth Management’s Shopify SHOP Stock Holding History

Selective 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
Q4 		– Sell
-1,349
Closed -$36K – 622
2022
Q3 		$36K Sell
1,349
-201
-13% -$6.84K 0.02% 340
2022
Q2 		$48K Buy
1,550
+50
+3% +$2.13K 0.02% 326
2022
Q1 		$101K Sell
1,500
-300
-17% -$24.6K 0.04% 208
2021
Q4 		$248K Buy
1,800
+400
+29% +$58.4K 0.1% 104
2021
Q3 		$190K Buy
1,400
+1,150
+460% +$172K 0.1% 112
2021
Q2 		$37K Buy
+250
New +$30.8K 0.03% 215

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Selective Wealth Management's SHOP Position: Q4 2022 in Review

Selective Wealth Management sold out of Shopify (SHOP) in Q4 2022, closing a stake of 1,349 shares — an estimated $36K sold.

Selective Wealth Management first reported a position in SHOP in Q2 2021 and held it in 6 quarters. The position peaked at $248K in Q4 2021. 972 funds tracked by Wall St. Rank hold SHOP as of Q4 2022.

  • Selective Wealth Management reported no remaining Shopify position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,349 Shopify shares in Q4 2022, an estimated $36K.
  • Selective Wealth Management first reported a position in Shopify in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Shopify position peaked at $248K in Q4 2021.
  • 972 funds tracked by Wall St. Rank held Shopify as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.