Column Capital Advisors’s Shopify SHOP Stock Holding History

Column Capital 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	$301K	Hold	5,514	–	–	0.04%	109
2023 Q2	$356K	Sell	5,514 -2,538	-32%	-$143K	0.05%	97
2023 Q1	$386K	Buy	8,052 +50	+0.6%	+$2.2K	0.06%	90
2022 Q4	$278K	Buy	8,002 +1,580	+25%	+$54K	0.05%	97
2022 Q3	$173K	Buy	6,422 +432	+7%	+$14.7K	0.04%	134
2022 Q2	$187K	Buy	5,990 +1,930	+48%	+$82.4K	0.04%	123
2022 Q1	$274K	Buy	4,060 +920	+29%	+$75.5K	0.05%	108
2021 Q4	$433K	Buy	3,140 +640	+26%	+$93.5K	0.08%	78
2021 Q3	$339K	Buy	2,500 +180	+8%	+$27K	0.07%	86
2021 Q2	$339K	Buy	2,320 +30	+1%	+$3.7K	0.07%	80
2021 Q1	$253K	Buy	+2,290	New	+$277K	0.06%	98

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 $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Sands Capital Management

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