Wipfli Financial Advisors’s Shopify SHOP Stock Holding History

Wipfli Financial 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
2022 Q3	$94K	Buy	+3,503	New	+$119K	0.01%	758

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Wipfli Financial Advisors's SHOP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Shopify (SHOP) in Q3 2022: 3,503 shares worth $94K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings.

883 funds tracked by Wall St. Rank hold SHOP as of Q3 2022.

Wipfli Financial Advisors held 3,503 shares of Shopify worth $94K as of Q3 2022.
Shopify was a new Wipfli Financial Advisors position in Q3 2022.
Shopify made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #758 holding.
883 funds tracked by Wall St. Rank held Shopify as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.