CFM Wealth Partners’s Shopify SHOP Stock Holding History

CFM Wealth Partners’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 Q1	–	Sell	-12,160	Closed	-$947K	–	159
2023 Q4	$947K	Buy	+12,160	New	+$777K	0.21%	79
2023 Q3	–	Sell	-13,074	Closed	-$845K	–	159
2023 Q2	$845K	Hold	13,074	–	–	0.21%	84
2023 Q1	$627K	Buy	+13,074	New	+$575K	0.17%	92
2022 Q4	–	Sell	-15,304	Closed	-$412K	–	163
2022 Q3	$412K	Sell	15,304 -11,586	-43%	-$394K	0.13%	112
2022 Q2	$840K	Sell	26,890 -280	-1%	-$12K	0.25%	81
2022 Q1	$1.84M	Sell	27,170 -1,070	-4%	-$87.9K	0.44%	62
2021 Q4	$3.86M	Buy	28,240 +6,200	+28%	+$906K	0.86%	27
2021 Q3	$2.99M	Buy	22,040 +3,930	+22%	+$589K	0.75%	36
2021 Q2	$2.65M	Buy	18,110 +3,360	+23%	+$414K	0.7%	40
2021 Q1	$1.63M	Buy	+14,750	New	+$1.78M	0.49%	49
2020 Q3	–	Sell	-370	Closed	-$35K	–	408
2020 Q2	$35K	Sell	370 -10	-3%	-$694	0.01%	310
2020 Q1	$16K	Buy	+380	New	+$17.1K	0.01%	388

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 World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

CFM Wealth Partners's SHOP Position: Q1 2024 in Review

CFM Wealth Partners sold out of Shopify (SHOP) in Q1 2024, closing a stake of 12,160 shares — an estimated $947K sold.

CFM Wealth Partners first reported a position in SHOP in Q1 2020 and held it in 12 quarters. The position peaked at $3.86M in Q4 2021. 1,222 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

CFM Wealth Partners reported no remaining Shopify position as of Q1 2024 after selling out during the quarter.
CFM Wealth Partners sold 12,160 Shopify shares in Q1 2024, an estimated $947K.
CFM Wealth Partners first reported a position in Shopify in Q1 2020 and held it in 12 quarters.
CFM Wealth Partners's Shopify position peaked at $3.86M in Q4 2021.
1,222 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.