Strong Tower Advisory Services’s Shopify SHOP Stock Holding History

Strong Tower Advisory Services’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 Q1	–	Sell	-63,636	Closed	-$2.21M	–	96
2022 Q4	$2.21M	Buy	63,636 +2,195	+4%	+$75K	1.33%	22
2022 Q3	$1.66M	Buy	61,441 +166	+0.3%	+$5.65K	0.98%	24
2022 Q2	$1.91M	Buy	61,275 +34,575	+129%	+$1.48M	1.04%	24
2022 Q1	$1.8M	Buy	26,700 +1,780	+7%	+$146K	0.92%	26
2021 Q4	$3.43M	Sell	24,920 -2,450	-9%	-$358K	1.83%	15
2021 Q3	$3.83M	Buy	+27,370	New	+$4.1M	2.23%	13

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strong Tower Advisory Services's SHOP Position: Q1 2023 in Review

Strong Tower Advisory Services sold out of Shopify (SHOP) in Q1 2023, closing a stake of 63,636 shares — an estimated $2.21M sold.

Strong Tower Advisory Services first reported a position in SHOP in Q3 2021 and held it in 6 quarters. The position peaked at $3.83M in Q3 2021. 1,026 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

Strong Tower Advisory Services reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
Strong Tower Advisory Services sold 63,636 Shopify shares in Q1 2023, an estimated $2.21M.
Strong Tower Advisory Services first reported a position in Shopify in Q3 2021 and held it in 6 quarters.
Strong Tower Advisory Services's Shopify position peaked at $3.83M in Q3 2021.
1,026 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on Strong Tower Advisory Services's 13F filing for Q1 2023, filed 14 Apr 2023.