tru Independence’s Shopify SHOP Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-300	Closed	-$34K	–	641
2020 Q4	$34K	Buy	+300	New	+$31.5K	0.06%	116

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

tru Independence's SHOP Position: Q1 2021 in Review

tru Independence sold out of Shopify (SHOP) in Q1 2021, closing a stake of 300 shares — an estimated $34K sold.

tru Independence first reported a position in SHOP in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 1,153 funds tracked by Wall St. Rank hold SHOP as of Q1 2021.

tru Independence reported no remaining Shopify position as of Q1 2021 after selling out during the quarter.
tru Independence sold 300 Shopify shares in Q1 2021, an estimated $34K.
tru Independence first reported a position in Shopify in Q4 2020 and held it in 1 quarter.
tru Independence's Shopify position peaked at $34K in Q4 2020.
1,153 funds tracked by Wall St. Rank held Shopify as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.