American Money Management’s Shopify SHOP Stock Holding History

American Money 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 Q2	–	Sell	-3,820	Closed	-$295K	–	141
2024 Q1	$295K	Sell	3,820 -1,150	-23%	-$90.9K	0.06%	121
2023 Q4	$387K	Sell	4,970 -110	-2%	-$7.03K	0.09%	103
2023 Q3	$277K	Buy	5,080 +140	+3%	+$8.48K	0.07%	114
2023 Q2	$319K	Buy	4,940 +460	+10%	+$26K	0.08%	109
2023 Q1	$215K	Buy	+4,480	New	+$197K	0.06%	128
2022 Q2	–	Sell	-4,680	Closed	-$316K	–	140
2022 Q1	$316K	Buy	4,680 +440	+10%	+$36.1K	0.08%	114
2021 Q4	$584K	Hold	4,240	–	–	0.15%	93
2021 Q3	$575K	Buy	4,240 +10	+0.2%	+$1.5K	0.16%	94
2021 Q2	$618K	Buy	4,230 +40	+1%	+$4.93K	0.21%	64
2021 Q1	$464K	Sell	4,190 -80	-2%	-$9.67K	0.17%	68
2020 Q4	$483K	Buy	+4,270	New	+$448K	0.19%	61

Other funds holding SHOP

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return