BDO Wealth Advisors’s Shopify SHOP Stock Holding History

BDO Wealth 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
2023 Q2	$47.8K	Buy	740 +240	+48%	+$13.6K	0.01%	440
2023 Q1	$24K	Sell	500 -20	-4%	-$880	﹤0.01%	558
2022 Q4	$18K	Hold	520	–	–	﹤0.01%	593
2022 Q3	$14K	Hold	520	–	–	﹤0.01%	648
2022 Q2	$16K	Hold	520	–	–	﹤0.01%	607
2022 Q1	$35K	Sell	520 -20	-4%	-$1.64K	﹤0.01%	492
2021 Q4	$74K	Hold	540	–	–	0.01%	388
2021 Q3	$73K	Hold	540	–	–	0.01%	393
2021 Q2	$79K	Sell	540 -10	-2%	-$1.23K	0.01%	400
2021 Q1	$61K	Buy	550 +480	+686%	+$58K	0.01%	419
2020 Q4	$8K	Buy	70 +50	+250%	+$5.25K	﹤0.01%	581
2020 Q3	$2K	Sell	20 -630	-97%	-$62.6K	﹤0.01%	713
2020 Q2	$62K	Sell	650 -600	-48%	-$41.6K	0.01%	306
2020 Q1	$52K	Buy	+1,250	New	+$56.3K	0.01%	330
2019 Q2	–	Sell	-640	Closed	-$13K	–	680
2019 Q1	$13K	Buy	+640	New	+$11.3K	﹤0.01%	409
2017 Q4	–	Sell	-5,000	Closed	-$58K	–	492
2017 Q3	$58K	Hold	5,000	–	–	0.03%	184
2017 Q2	$43K	Buy	+5,000	New	+$42.3K	0.02%	246

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BDO Wealth Advisors's SHOP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Shopify (SHOP) stake by 48% in Q2 2023, buying an estimated $13.6K and bringing the position to 740 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #440.

BDO Wealth Advisors first reported a position in SHOP in Q2 2017 and has held it in 17 quarters since. The position peaked at $79K in Q2 2021. 1,124 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

BDO Wealth Advisors held 740 shares of Shopify worth $47.8K as of Q2 2023.
BDO Wealth Advisors bought 240 Shopify shares in Q2 2023, an estimated $13.6K.
Shopify made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #440 holding.
BDO Wealth Advisors first reported a position in Shopify in Q2 2017 and has held it in 17 quarters since.
BDO Wealth Advisors's Shopify position peaked at $79K in Q2 2021.
1,124 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.