Able Wealth Management’s Shopify SHOP Stock Holding History

Able Wealth Management’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
2024 Q1	–	Sell	-67	Closed	-$5.22K	–	485
2023 Q4	$5.22K	Buy	+67	New	+$4.28K	﹤0.01%	340

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Able Wealth Management's SHOP Position: Q1 2024 in Review

Able Wealth Management sold out of Shopify (SHOP) in Q1 2024, closing a stake of 67 shares — an estimated $5.22K sold.

Able Wealth Management first reported a position in SHOP in Q4 2023 and held it in 1 quarter. The position peaked at $5.22K in Q4 2023. 1,224 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

Able Wealth Management reported no remaining Shopify position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 67 Shopify shares in Q1 2024, an estimated $5.22K.
Able Wealth Management first reported a position in Shopify in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Shopify position peaked at $5.22K in Q4 2023.
1,224 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.