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Shepherd Financial Partners’s Shopify SHOP Stock Holding History

Shepherd Financial Partners’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
Q1 		– Sell
-13,510
Closed -$1.86M – 170
2021
Q4 		$1.86M Buy
+13,510
New +$1.97M 0.32% 60

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Shepherd Financial Partners's SHOP Position: Q1 2022 in Review

Shepherd Financial Partners sold out of Shopify (SHOP) in Q1 2022, closing a stake of 13,510 shares — an estimated $1.86M sold.

Shepherd Financial Partners first reported a position in SHOP in Q4 2021 and held it in 1 quarter. The position peaked at $1.86M in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Shepherd Financial Partners reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 13,510 Shopify shares in Q1 2022, an estimated $1.86M.
  • Shepherd Financial Partners first reported a position in Shopify in Q4 2021 and held it in 1 quarter.
  • Shepherd Financial Partners's Shopify position peaked at $1.86M in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Shepherd Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.