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Stonebridge Financial Planning Group’s Shopify SHOP Stock Holding History

Stonebridge Financial Planning 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
2021
Q1 		– Sell
-250
Closed -$28K – 440
2020
Q4 		$28K Hold
250
– – 0.02% 246
2020
Q3 		$27K Hold
250
– – 0.02% 235
2020
Q2 		$26K Hold
250
– – 0.02% 232
2020
Q1 		$10K Hold
250
– – 0.01% 304
2019
Q4 		$10K Buy
+250
New +$8.46K 0.01% 293

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Stonebridge Financial Planning Group's SHOP Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of Shopify (SHOP) in Q1 2021, closing a stake of 250 shares — an estimated $28K sold.

Stonebridge Financial Planning Group first reported a position in SHOP in Q4 2019 and held it in 5 quarters. The position peaked at $28K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold SHOP as of Q1 2021.

  • Stonebridge Financial Planning Group reported no remaining Shopify position as of Q1 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 250 Shopify shares in Q1 2021, an estimated $28K.
  • Stonebridge Financial Planning Group first reported a position in Shopify in Q4 2019 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Shopify position peaked at $28K in Q4 2020.
  • 1,154 funds tracked by Wall St. Rank held Shopify as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.