ZIMP
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Zimmermann Investment Management & Planning’s Shopify SHOP Stock Holding History

Zimmermann Investment Management & Planning’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
Q1 		– Sell
-1,600
Closed -$220K – 95
2021
Q4 		$220K Buy
+1,600
New +$234K 0.12% 86

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Zimmermann Investment Management & Planning's SHOP Position: Q1 2022 in Review

Zimmermann Investment Management & Planning sold out of Shopify (SHOP) in Q1 2022, closing a stake of 1,600 shares — an estimated $220K sold.

Zimmermann Investment Management & Planning first reported a position in SHOP in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Zimmermann Investment Management & Planning reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,600 Shopify shares in Q1 2022, an estimated $220K.
  • Zimmermann Investment Management & Planning first reported a position in Shopify in Q4 2021 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Shopify position peaked at $220K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2022, filed 18 Apr 2022.