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Atticus Wealth Management’s Shopify SHOP Stock Holding History

Atticus 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
Q2 		– Sell
-250
Closed -$19.3K – 560
2024
Q1 		$19.3K Buy
+250
New +$19.8K 0.01% 330
2023
Q1 		– Sell
-10
Closed -$347 – 582
2022
Q4 		$347 Hold
10
– – ﹤0.01% 508
2022
Q3 		$0 Hold
10
– – ﹤0.01% 617
2022
Q2 		$0 Hold
10
– – ﹤0.01% 645
2022
Q1 		$1K Hold
10
– – ﹤0.01% 580
2021
Q4 		$1K Hold
10
– – ﹤0.01% 433
2021
Q3 		$1K Buy
+10
New +$1.5K ﹤0.01% 398

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
Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atticus Wealth Management's SHOP Position: Q2 2024 in Review

Atticus Wealth Management sold out of Shopify (SHOP) in Q2 2024, closing a stake of 250 shares — an estimated $19.3K sold.

Atticus Wealth Management first reported a position in SHOP in Q3 2021 and held it in 7 quarters. The position peaked at $19.3K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

  • Atticus Wealth Management reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 250 Shopify shares in Q2 2024, an estimated $19.3K.
  • Atticus Wealth Management first reported a position in Shopify in Q3 2021 and held it in 7 quarters.
  • Atticus Wealth Management's Shopify position peaked at $19.3K in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.