AIA
SHOP icon

Angeles Investment Advisors’s Shopify SHOP Stock Holding History

Angeles Investment 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
2025
Q1 		– Sell
-2,587
Closed -$275K – 166
2024
Q4 		$275K Sell
2,587
-7,804
-75% -$759K 0.01% 148
2024
Q3 		$833K Buy
10,391
+402
+4% +$27.8K 0.04% 54
2024
Q2 		$660K Buy
9,989
+2,575
+35% +$171K 0.03% 71
2024
Q1 		$572K Sell
7,414
-422
-5% -$33.3K 0.03% 90
2023
Q4 		$610K Buy
7,836
+9
+0.1% +$575 0.04% 75
2023
Q3 		$427K Buy
+7,827
New +$474K 0.03% 101
2022
Q1 		– Sell
-6,500
Closed -$895K – 197
2021
Q4 		$895K Sell
6,500
-4,020
-38% -$587K 0.04% 85
2021
Q3 		$1.43M Buy
10,520
+3,890
+59% +$583K 0.08% 65
2021
Q2 		$969K Sell
6,630
-3,100
-32% -$382K 0.06% 62
2021
Q1 		$1.08M Buy
9,730
+1,480
+18% +$179K 0.08% 44
2020
Q4 		$934K Buy
8,250
+1,850
+29% +$194K 0.09% 37
2020
Q3 		$655K Buy
6,400
+1,000
+19% +$99.4K 0.08% 46
2020
Q2 		$513K Sell
5,400
-600
-10% -$41.6K 0.07% 52
2020
Q1 		$328K Buy
+6,000
New +$270K 0.09% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Angeles Investment Advisors's SHOP Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Shopify (SHOP) in Q1 2025, closing a stake of 2,587 shares — an estimated $275K sold.

Angeles Investment Advisors first reported a position in SHOP in Q1 2020 and held it in 14 quarters. The position peaked at $1.43M in Q3 2021. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,587 Shopify shares in Q1 2025, an estimated $275K.
  • Angeles Investment Advisors first reported a position in Shopify in Q1 2020 and held it in 14 quarters.
  • Angeles Investment Advisors's Shopify position peaked at $1.43M in Q3 2021.
  • 1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.