WA
SHOP icon

WFG Advisors’s Shopify SHOP Stock Holding History

WFG Advisors’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
2017
Q2 		$26K Buy
3,000
+1,000
+50% +$8.46K 0.01% 880
2017
Q1 		$14K Buy
+2,000
New +$11.5K ﹤0.01% 988

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's SHOP Position: Q2 2017 in Review

WFG Advisors increased its Shopify (SHOP) stake by 50% in Q2 2017, buying an estimated $8.46K and bringing the position to 3,000 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #880.

WFG Advisors first reported a position in SHOP in Q1 2017 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold SHOP as of Q2 2017.

  • WFG Advisors held 3,000 shares of Shopify worth $26K as of Q2 2017.
  • WFG Advisors bought 1,000 Shopify shares in Q2 2017, an estimated $8.46K.
  • Shopify made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #880 holding.
  • WFG Advisors first reported a position in Shopify in Q1 2017 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Shopify as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.