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Syverson Strege & Co’s Shopify SHOP Stock Holding History

Syverson Strege & Co’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
-51
Closed -$2.44K – 520
2023
Q1 		$2.44K Buy
+51
New +$2.24K ﹤0.01% 448
2021
Q4 		– Sell
-170
Closed -$23K – 453
2021
Q3 		$23K Buy
+170
New +$25.5K 0.02% 185

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

Syverson Strege & Co's SHOP Position: Q2 2023 in Review

Syverson Strege & Co sold out of Shopify (SHOP) in Q2 2023, closing a stake of 51 shares — an estimated $2.44K sold.

Syverson Strege & Co first reported a position in SHOP in Q3 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2021. 1,124 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

  • Syverson Strege & Co reported no remaining Shopify position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 51 Shopify shares in Q2 2023, an estimated $2.44K.
  • Syverson Strege & Co first reported a position in Shopify in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Shopify position peaked at $23K in Q3 2021.
  • 1,124 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.