SFS
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Summit Financial Strategies’s Shopify SHOP Stock Holding History

Summit Financial Strategies’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
Q1 		– Sell
-2,060
Closed -$284K – 129
2021
Q4 		$284K Hold
2,060
– – 0.05% 95
2021
Q3 		$279K Hold
2,060
– – 0.05% 96
2021
Q2 		$301K Hold
2,060
– – 0.06% 90
2021
Q1 		$228K Buy
+2,060
New +$249K 0.08% 62
2020
Q4 		– Sell
-2,060
Closed -$211K – 85
2020
Q3 		$211K Buy
+2,060
New +$205K 0.09% 70

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Summit Financial Strategies's SHOP Position: Q1 2022 in Review

Summit Financial Strategies sold out of Shopify (SHOP) in Q1 2022, closing a stake of 2,060 shares — an estimated $284K sold.

Summit Financial Strategies first reported a position in SHOP in Q3 2020 and held it in 5 quarters. The position peaked at $301K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Summit Financial Strategies reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 2,060 Shopify shares in Q1 2022, an estimated $284K.
  • Summit Financial Strategies first reported a position in Shopify in Q3 2020 and held it in 5 quarters.
  • Summit Financial Strategies's Shopify position peaked at $301K in Q2 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Summit Financial Strategies's 13F filing for Q1 2022, filed 4 May 2022.