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

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 Research Global Investors

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

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 World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return