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Cedar Wealth Management’s Shopify SHOP Stock Holding History

Cedar 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
2024
Q2 		– Sell
-11
Closed -$849 – 342
2024
Q1 		$849 Buy
+11
New +$869 ﹤0.01% 335
2021
Q2 		– Sell
-210
Closed -$23K – 272
2021
Q1 		$23K Buy
+210
New +$25.4K 0.01% 185

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

Cedar Wealth Management's SHOP Position: Q2 2024 in Review

Cedar Wealth Management sold out of Shopify (SHOP) in Q2 2024, closing a stake of 11 shares — an estimated $849 sold.

Cedar Wealth Management first reported a position in SHOP in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q1 2021. 1,209 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

  • Cedar Wealth Management reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 11 Shopify shares in Q2 2024, an estimated $849.
  • Cedar Wealth Management first reported a position in Shopify in Q1 2021 and held it in 2 quarters.
  • Cedar Wealth Management's Shopify position peaked at $23K in Q1 2021.
  • 1,209 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

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