BSW
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Buckingham Strategic Wealth’s Shopify SHOP Stock Holding History

Buckingham Strategic Wealth’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 		$731K Buy
11,065
+698
+7% +$46.3K 0.01% 388
2024
Q1 		$800K Buy
10,367
+1,884
+22% +$149K 0.01% 374
2023
Q4 		$661K Sell
8,483
-2,117
-20% -$135K 0.01% 392
2023
Q3 		$578K Buy
10,600
+2,652
+33% +$161K 0.01% 391
2023
Q2 		$513K Sell
7,948
-9
-0.1% -$509 0.01% 414
2023
Q1 		$276K Hold
7,957
– – 0.01% 499
2022
Q4 		$276K Buy
+7,957
New +$272K 0.01% 501
2022
Q2 		– Sell
-5,170
Closed -$349K – 644
2022
Q1 		$349K Buy
5,170
+490
+10% +$40.2K 0.01% 429
2021
Q4 		$645K Sell
4,680
-90
-2% -$13.2K 0.01% 322
2021
Q3 		$647K Buy
4,770
+60
+1% +$8.99K 0.01% 311
2021
Q2 		$688K Sell
4,710
-130
-3% -$16K 0.02% 298
2021
Q1 		$536K Buy
4,840
+150
+3% +$18.1K 0.03% 314
2020
Q4 		$531K Sell
4,690
-600
-11% -$63K 0.03% 308
2020
Q3 		$541K Buy
5,290
+2,090
+65% +$208K 0.04% 249
2020
Q2 		$304K Buy
+3,200
New +$222K 0.03% 312

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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return