Apriem Advisors’s Shopify SHOP Stock Holding History

Apriem 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
2024 Q4	–	Sell	-2,560	Closed	-$205K	–	190
2024 Q3	$205K	Buy	+2,560	New	+$177K	0.02%	171

Other funds holding SHOP

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apriem Advisors's SHOP Position: Q4 2024 in Review

Apriem Advisors sold out of Shopify (SHOP) in Q4 2024, closing a stake of 2,560 shares — an estimated $205K sold.

Apriem Advisors first reported a position in SHOP in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

Apriem Advisors reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
Apriem Advisors sold 2,560 Shopify shares in Q4 2024, an estimated $205K.
Apriem Advisors first reported a position in Shopify in Q3 2024 and held it in 1 quarter.
Apriem Advisors's Shopify position peaked at $205K in Q3 2024.
1,489 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Apriem Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.