TWM
SHOP icon

Torch Wealth Management’s Shopify SHOP Stock Holding History

Torch Wealth Management’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
2019
Q3 		– Sell
-29,350
Closed -$881K – 109
2019
Q2 		$881K Sell
29,350
-2,250
-7% -$58.6K 0.53% 59
2019
Q1 		$653K Buy
31,600
+1,000
+3% +$17.7K 0.4% 65
2018
Q4 		$424K Buy
30,600
+4,500
+17% +$63.3K 0.3% 67
2018
Q3 		$429K Hold
26,100
– – 0.26% 76
2018
Q2 		$381K Sell
26,100
-1,000
-4% -$14.2K 0.24% 76
2018
Q1 		$338K Hold
27,100
– – 0.22% 85
2017
Q4 		$274K Buy
+27,100
New +$278K 0.17% 94

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Torch Wealth Management's SHOP Position: Q3 2019 in Review

Torch Wealth Management sold out of Shopify (SHOP) in Q3 2019, closing a stake of 29,350 shares — an estimated $881K sold.

Torch Wealth Management first reported a position in SHOP in Q4 2017 and held it in 7 quarters. The position peaked at $881K in Q2 2019. 531 funds tracked by Wall St. Rank hold SHOP as of Q3 2019.

  • Torch Wealth Management reported no remaining Shopify position as of Q3 2019 after selling out during the quarter.
  • Torch Wealth Management sold 29,350 Shopify shares in Q3 2019, an estimated $881K.
  • Torch Wealth Management first reported a position in Shopify in Q4 2017 and held it in 7 quarters.
  • Torch Wealth Management's Shopify position peaked at $881K in Q2 2019.
  • 531 funds tracked by Wall St. Rank held Shopify as of Q3 2019.

Based on Torch Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.