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Axiom Advisory’s Shopify SHOP Stock Holding History

Axiom Advisory’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
Q3 		$751K Buy
10,880
+170
+2% +$11.7K 0.01% 184
2024
Q2 		$710K Buy
+10,710
New +$710K 0.01% 184

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Axiom Advisory's SHOP Position: Q3 2024 in Review

Axiom Advisory increased its Shopify (SHOP) stake by 1.6% in Q3 2024, buying an estimated $11.7K and bringing the position to 10,880 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #184.

Axiom Advisory first reported a position in SHOP in Q2 2024 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Axiom Advisory held 10,880 shares of Shopify worth $751K as of Q3 2024.
  • Axiom Advisory bought 170 Shopify shares in Q3 2024, an estimated $11.7K.
  • Shopify made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #184 holding.
  • Axiom Advisory first reported a position in Shopify in Q2 2024 and has held it in 2 quarters since.
  • 1,259 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.