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CBIZ Investment Advisory Services’s Shopify SHOP Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-100
Closed -$7.72K – 416
2024
Q1 		$7.72K Buy
+100
New +$7.9K ﹤0.01% 269

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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CBIZ Investment Advisory Services's SHOP Position: Q2 2024 in Review

CBIZ Investment Advisory Services sold out of Shopify (SHOP) in Q2 2024, closing a stake of 100 shares — an estimated $7.72K sold.

CBIZ Investment Advisory Services first reported a position in SHOP in Q1 2024 and held it in 1 quarter. The position peaked at $7.72K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

  • CBIZ Investment Advisory Services reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 100 Shopify shares in Q2 2024, an estimated $7.72K.
  • CBIZ Investment Advisory Services first reported a position in Shopify in Q1 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Shopify position peaked at $7.72K in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.