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Delos Wealth Advisors’s Shopify SHOP Stock Holding History

Delos 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
-20
Closed -$1.29K – 385
2023
Q2 		$1.29K Hold
20
– – ﹤0.01% 199
2023
Q1 		$959 Sell
20
-220
-92% -$9.68K ﹤0.01% 228
2022
Q4 		$8.33K Hold
240
– – 0.01% 147
2022
Q3 		$6K Hold
240
– – 0.01% 168
2022
Q2 		$7K Hold
240
– – 0.01% 164
2022
Q1 		$16K Hold
240
– – 0.02% 131
2021
Q4 		$33K Hold
240
– – 0.03% 100
2021
Q3 		$33K Hold
240
– – 0.04% 62
2021
Q2 		$35K Buy
+240
New +$29.6K 0.04% 58

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Delos Wealth Advisors sold out of Shopify (SHOP) in Q3 2023, closing a stake of 20 shares — an estimated $1.29K sold.

Delos Wealth Advisors first reported a position in SHOP in Q2 2021 and held it in 9 quarters. The position peaked at $35K in Q2 2021. 1,076 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

  • Delos Wealth Advisors reported no remaining Shopify position as of Q3 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 20 Shopify shares in Q3 2023, an estimated $1.29K.
  • Delos Wealth Advisors first reported a position in Shopify in Q2 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's Shopify position peaked at $35K in Q2 2021.
  • 1,076 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

Based on Delos Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.