Baystate Wealth Management’s Shopify SHOP Stock Holding History

Baystate 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
2023 Q4	$26.5K	Hold	340	–	–	﹤0.01%	502
2023 Q3	$18.6K	Sell	340 -4	-1%	-$242	﹤0.01%	487
2023 Q2	$22.2K	Buy	344 +100	+41%	+$5.65K	﹤0.01%	443
2023 Q1	$11.7K	Sell	244 -296	-55%	-$13K	﹤0.01%	539
2022 Q4	$19K	Buy	540 +300	+125%	+$10.2K	﹤0.01%	475
2022 Q3	$6K	Sell	240 -27	-10%	-$918	﹤0.01%	626
2022 Q2	$8K	Sell	267 -23	-8%	-$982	﹤0.01%	608
2022 Q1	$20K	Buy	290 +30	+12%	+$2.46K	﹤0.01%	461
2021 Q4	$36K	Hold	260	–	–	﹤0.01%	371
2021 Q3	$35K	Buy	260 +20	+8%	+$3K	﹤0.01%	335
2021 Q2	$35K	Hold	240	–	–	﹤0.01%	318
2021 Q1	$27K	Buy	240 +70	+41%	+$8.46K	﹤0.01%	328
2020 Q4	$19K	Hold	170	–	–	﹤0.01%	350
2020 Q3	$17K	Hold	170	–	–	﹤0.01%	334
2020 Q2	$16K	Buy	+170	New	+$11.8K	﹤0.01%	332

Other funds holding SHOP

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

Baillie Gifford & Co

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

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

Capital World Investors

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

Capital Research Global Investors

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

Fidelity Investments

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

JP Morgan Chase

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

T. Rowe Price Associates

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

Royal Bank of Canada

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return