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Strategic Wealth Investment Group’s Shopify SHOP Stock Holding History

Strategic Wealth Investment 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
2023
Q2 		– Sell
-21,022
Closed -$1.01M – 137
2023
Q1 		$1.01M Buy
21,022
+11,250
+115% +$495K 0.19% 71
2022
Q4 		$383K Buy
+9,772
New +$334K 0.09% 81

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Strategic Wealth Investment Group's SHOP Position: Q2 2023 in Review

Strategic Wealth Investment Group sold out of Shopify (SHOP) in Q2 2023, closing a stake of 21,022 shares — an estimated $1.01M sold.

Strategic Wealth Investment Group first reported a position in SHOP in Q4 2022 and held it in 2 quarters. The position peaked at $1.01M in Q1 2023. 1,125 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

  • Strategic Wealth Investment Group reported no remaining Shopify position as of Q2 2023 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 21,022 Shopify shares in Q2 2023, an estimated $1.01M.
  • Strategic Wealth Investment Group first reported a position in Shopify in Q4 2022 and held it in 2 quarters.
  • Strategic Wealth Investment Group's Shopify position peaked at $1.01M in Q1 2023.
  • 1,125 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2023, filed 17 Jul 2023.