Farnam Financial’s Shopify SHOP Stock Holding History

Farnam Financial’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
2024 Q4	–	Sell	-5,000	Closed	-$401K	–	45
2024 Q3	$401K	Buy	+5,000	New	+$345K	0.44%	34

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farnam Financial's SHOP Position: Q4 2024 in Review

Farnam Financial sold out of Shopify (SHOP) in Q4 2024, closing a stake of 5,000 shares — an estimated $401K sold.

Farnam Financial first reported a position in SHOP in Q3 2024 and held it in 1 quarter. The position peaked at $401K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

Farnam Financial reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
Farnam Financial sold 5,000 Shopify shares in Q4 2024, an estimated $401K.
Farnam Financial first reported a position in Shopify in Q3 2024 and held it in 1 quarter.
Farnam Financial's Shopify position peaked at $401K in Q3 2024.
1,489 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Farnam Financial's 13F filing for Q4 2024, filed 13 Aug 2025.