SFG
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Sovereign Financial Group’s Shopify SHOP Stock Holding History

Sovereign Financial Group’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
Q2 		– Sell
-6,370
Closed -$431K – 225
2022
Q1 		$431K Buy
+6,370
New +$523K 0.16% 135

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sovereign Financial Group's SHOP Position: Q2 2022 in Review

Sovereign Financial Group sold out of Shopify (SHOP) in Q2 2022, closing a stake of 6,370 shares — an estimated $431K sold.

Sovereign Financial Group first reported a position in SHOP in Q1 2022 and held it in 1 quarter. The position peaked at $431K in Q1 2022. 964 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Sovereign Financial Group reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 6,370 Shopify shares in Q2 2022, an estimated $431K.
  • Sovereign Financial Group first reported a position in Shopify in Q1 2022 and held it in 1 quarter.
  • Sovereign Financial Group's Shopify position peaked at $431K in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Sovereign Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.