Surevest’s Shopify SHOP Stock Holding History

Surevest’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 Q3	–	Sell	-300	Closed	-$9K	–	575
2022 Q2	$9K	Buy	+300	New	+$12.8K	﹤0.01%	313

Other funds holding SHOP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Surevest's SHOP Position: Q3 2022 in Review

Surevest sold out of Shopify (SHOP) in Q3 2022, closing a stake of 300 shares — an estimated $9K sold.

Surevest first reported a position in SHOP in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 883 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

Surevest reported no remaining Shopify position as of Q3 2022 after selling out during the quarter.
Surevest sold 300 Shopify shares in Q3 2022, an estimated $9K.
Surevest first reported a position in Shopify in Q2 2022 and held it in 1 quarter.
Surevest's Shopify position peaked at $9K in Q2 2022.
883 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.