CT
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Clearstead Trust’s Shopify SHOP Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-62
Closed -$4.97K – 439
2024
Q3 		$4.97K Hold
62
– – ﹤0.01% 373
2024
Q2 		$4.09K Hold
62
– – ﹤0.01% 391
2024
Q1 		$4.79K Buy
+62
New +$4.9K ﹤0.01% 381

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Clearstead Trust's SHOP Position: Q4 2024 in Review

Clearstead Trust sold out of Shopify (SHOP) in Q4 2024, closing a stake of 62 shares — an estimated $4.97K sold.

Clearstead Trust first reported a position in SHOP in Q1 2024 and held it in 3 quarters. The position peaked at $4.97K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • Clearstead Trust reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
  • Clearstead Trust sold 62 Shopify shares in Q4 2024, an estimated $4.97K.
  • Clearstead Trust first reported a position in Shopify in Q1 2024 and held it in 3 quarters.
  • Clearstead Trust's Shopify position peaked at $4.97K in Q3 2024.
  • 1,489 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Clearstead Trust's 13F filing for Q4 2024, filed 10 Feb 2025.