TCWP’s Shopify SHOP Stock Holding History

TCWP’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	-710	Closed	-$47K	–	1481
2022 Q1	$47K	Buy	+710	New	+$58.3K	0.01%	492

Other funds holding SHOP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TCWP's SHOP Position: Q2 2022 in Review

TCWP sold out of Shopify (SHOP) in Q2 2022, closing a stake of 710 shares — an estimated $47K sold.

TCWP first reported a position in SHOP in Q1 2022 and held it in 1 quarter. The position peaked at $47K in Q1 2022. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

TCWP reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
TCWP sold 710 Shopify shares in Q2 2022, an estimated $47K.
TCWP first reported a position in Shopify in Q1 2022 and held it in 1 quarter.
TCWP's Shopify position peaked at $47K in Q1 2022.
965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.