Clearview Wealth Advisors’s Shopify SHOP Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-90	Closed	-$5.81K	–	533
2023 Q2	$5.81K	Hold	90	–	–	0.01%	410
2023 Q1	$4.32K	Sell	90 -50	-36%	-$2.2K	﹤0.01%	445
2022 Q4	$4.86K	Hold	140	–	–	﹤0.01%	399
2022 Q3	$4K	Hold	140	–	–	﹤0.01%	439
2022 Q2	$4K	Hold	140	–	–	﹤0.01%	455
2022 Q1	$9K	Sell	140 -40	-22%	-$3.28K	0.01%	401
2021 Q4	$25K	Sell	180 -250	-58%	-$36.5K	0.02%	306
2021 Q3	$58K	Buy	430 +310	+258%	+$46.5K	0.04%	225
2021 Q2	$18K	Sell	120 -340	-74%	-$41.9K	0.01%	353
2021 Q1	$51K	Sell	460 -250	-35%	-$30.2K	0.03%	224
2020 Q4	$80K	Buy	+710	New	+$74.5K	0.05%	156

Other funds holding SHOP

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

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

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Clearview Wealth Advisors's SHOP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Shopify (SHOP) in Q3 2023, closing a stake of 90 shares — an estimated $5.81K sold.

Clearview Wealth Advisors first reported a position in SHOP in Q4 2020 and held it in 11 quarters. The position peaked at $80K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

Clearview Wealth Advisors reported no remaining Shopify position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 90 Shopify shares in Q3 2023, an estimated $5.81K.
Clearview Wealth Advisors first reported a position in Shopify in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Shopify position peaked at $80K in Q4 2020.
1,076 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.