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Coppell Advisory Solutions’s Shopify SHOP Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-875
Closed -$93.4K – 1583
2024
Q4 		$93.4K Buy
875
+65
+8% +$6.32K 0.01% 435
2024
Q3 		$64.2K Buy
810
+500
+161% +$34.5K 0.01% 489
2024
Q2 		$20.5K Buy
+310
New +$20.6K ﹤0.01% 778
2023
Q4 		$25.1K Buy
+322
New +$20.6K 0.01% 665
2023
Q3 		– Sell
-659
Closed -$42.1K – 1494
2023
Q2 		$42.1K Buy
+659
New +$37.3K 0.01% 436

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coppell Advisory Solutions's SHOP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Shopify (SHOP) in Q1 2025, closing a stake of 875 shares — an estimated $93.4K sold.

Coppell Advisory Solutions first reported a position in SHOP in Q2 2023 and held it in 5 quarters. The position peaked at $93.4K in Q4 2024. 1,480 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 875 Shopify shares in Q1 2025, an estimated $93.4K.
  • Coppell Advisory Solutions first reported a position in Shopify in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Shopify position peaked at $93.4K in Q4 2024.
  • 1,480 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.