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Advisor Resource Council’s Shopify SHOP Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-5,510
Closed -$429K – 190
2024
Q1 		$429K Sell
5,510
-13,589
-71% -$1.07M 0.18% 132
2023
Q4 		$1.49M Buy
+19,099
New +$1.22M 0.17% 135
2022
Q1 		– Sell
-2,070
Closed -$285K – 476
2021
Q4 		$285K Buy
+2,070
New +$302K 0.02% 450
2021
Q3 		– Sell
-1,900
Closed -$278K – 438
2021
Q2 		$278K Buy
+1,900
New +$234K 0.03% 408

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Resource Council's SHOP Position: Q2 2024 in Review

Advisor Resource Council sold out of Shopify (SHOP) in Q2 2024, closing a stake of 5,510 shares — an estimated $429K sold.

Advisor Resource Council first reported a position in SHOP in Q2 2021 and held it in 4 quarters. The position peaked at $1.49M in Q4 2023. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

  • Advisor Resource Council reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
  • Advisor Resource Council sold 5,510 Shopify shares in Q2 2024, an estimated $429K.
  • Advisor Resource Council first reported a position in Shopify in Q2 2021 and held it in 4 quarters.
  • Advisor Resource Council's Shopify position peaked at $1.49M in Q4 2023.
  • 1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.