SCP
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Stamos Capital Partners’s Shopify SHOP Stock Holding History

Stamos Capital 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
Q4 		– Sell
-15,010
Closed -$404K – 179
2022
Q3 		$404K Buy
+15,010
New +$511K 0.1% 154

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Vanguard Group
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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

Stamos Capital Partners's SHOP Position: Q4 2022 in Review

Stamos Capital Partners sold out of Shopify (SHOP) in Q4 2022, closing a stake of 15,010 shares — an estimated $404K sold.

Stamos Capital Partners first reported a position in SHOP in Q3 2022 and held it in 1 quarter. The position peaked at $404K in Q3 2022. 972 funds tracked by Wall St. Rank hold SHOP as of Q4 2022.

  • Stamos Capital Partners reported no remaining Shopify position as of Q4 2022 after selling out during the quarter.
  • Stamos Capital Partners sold 15,010 Shopify shares in Q4 2022, an estimated $404K.
  • Stamos Capital Partners first reported a position in Shopify in Q3 2022 and held it in 1 quarter.
  • Stamos Capital Partners's Shopify position peaked at $404K in Q3 2022.
  • 972 funds tracked by Wall St. Rank held Shopify as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.