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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Buckingham Strategic Wealth's SHOP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Shopify (SHOP) stake by 6.7% in Q2 2024, buying an estimated $46.3K and bringing the position to 11,065 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #388.

Buckingham Strategic Wealth first reported a position in SHOP in Q2 2020 and has held it in 15 quarters since. The position peaked at $800K in Q1 2024. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Buckingham Strategic Wealth held 11,065 shares of Shopify worth $731K as of Q2 2024.
Buckingham Strategic Wealth bought 698 Shopify shares in Q2 2024, an estimated $46.3K.
Shopify made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #388 holding.
Buckingham Strategic Wealth first reported a position in Shopify in Q2 2020 and has held it in 15 quarters since.
Buckingham Strategic Wealth's Shopify position peaked at $800K in Q1 2024.
1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.