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Wealthspire Advisors (Maryland)’s Shopify SHOP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,800
Closed -$37K – 1739
2019
Q1 		$37K Hold
1,800
– – ﹤0.01% 1027
2018
Q4 		$25K Hold
1,800
– – ﹤0.01% 1121
2018
Q3 		$30K Sell
1,800
-500
-22% -$7.62K ﹤0.01% 1157
2018
Q2 		$34K Buy
2,300
+1,300
+130% +$18.4K ﹤0.01% 1104
2018
Q1 		$12K Hold
1,000
– – ﹤0.01% 1500
2017
Q4 		$10K Hold
1,000
– – ﹤0.01% 1593
2017
Q3 		$12K Hold
1,000
– – ﹤0.01% 1518
2017
Q2 		$9K Buy
+1,000
New +$8.46K ﹤0.01% 1583

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHOP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Shopify (SHOP) in Q2 2019, closing a stake of 1,800 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in SHOP in Q2 2017 and held it in 8 quarters. The position peaked at $37K in Q1 2019. 494 funds tracked by Wall St. Rank hold SHOP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Shopify position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,800 Shopify shares in Q2 2019, an estimated $37K.
  • Wealthspire Advisors (Maryland) first reported a position in Shopify in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Shopify position peaked at $37K in Q1 2019.
  • 494 funds tracked by Wall St. Rank held Shopify as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.