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Wealthsimple’s Shopify SHOP Stock Holding History

Wealthsimple’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
Q3 		$536K Buy
10,415
+3,383
+48% +$115K 0.02% 21
2022
Q2 		$283K Sell
7,032
-1,058
-13% -$45.2K 0.01% 29
2022
Q1 		$684K Sell
8,090
-1,760
-18% -$145K 0.02% 19
2021
Q4 		$1.36M Buy
+9,850
New +$1.44M 0.05% 10

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Wealthsimple's SHOP Position: Q3 2022 in Review

Wealthsimple increased its Shopify (SHOP) stake by 48% in Q3 2022, buying an estimated $115K and bringing the position to 10,415 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #21.

Wealthsimple first reported a position in SHOP in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2021. 883 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

  • Wealthsimple held 10,415 shares of Shopify worth $536K as of Q3 2022.
  • Wealthsimple bought 3,383 Shopify shares in Q3 2022, an estimated $115K.
  • Shopify made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #21 holding.
  • Wealthsimple first reported a position in Shopify in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Shopify position peaked at $1.36M in Q4 2021.
  • 883 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.