SWM Advisors’s Shopify SHOP Stock Holding History

SWM Advisors’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 Q2	–	Sell	-4,570	Closed	-$309K	–	30
2022 Q1	$309K	Hold	4,570	–	–	0.24%	21
2021 Q4	$423K	Buy	+4,570	New	+$668K	0.37%	16

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

AIM

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

SWM Advisors's SHOP Position: Q2 2022 in Review

SWM Advisors sold out of Shopify (SHOP) in Q2 2022, closing a stake of 4,570 shares — an estimated $309K sold.

SWM Advisors first reported a position in SHOP in Q4 2021 and held it in 2 quarters. The position peaked at $423K in Q4 2021. 964 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

SWM Advisors reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
SWM Advisors sold 4,570 Shopify shares in Q2 2022, an estimated $309K.
SWM Advisors first reported a position in Shopify in Q4 2021 and held it in 2 quarters.
SWM Advisors's Shopify position peaked at $423K in Q4 2021.
964 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on SWM Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.