Financial Synergies Wealth Advisors’s Shopify SHOP Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-130	Closed	-$10K	–	396
2024 Q1	$10K	Hold	130	–	–	﹤0.01%	251
2023 Q4	$4.51K	Hold	130	–	–	﹤0.01%	220
2023 Q3	$7.09K	Hold	130	–	–	﹤0.01%	251
2023 Q2	$8.4K	Hold	130	–	–	﹤0.01%	235
2023 Q1	$6.23K	Hold	130	–	–	﹤0.01%	255
2022 Q4	$4.51K	Hold	130	–	–	﹤0.01%	220
2022 Q3	$3.5K	Hold	130	–	–	﹤0.01%	203
2022 Q2	$4.06K	Buy	+130	New	+$5.55K	﹤0.01%	201

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Synergies Wealth Advisors's SHOP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Shopify (SHOP) in Q2 2024, closing a stake of 130 shares — an estimated $10K sold.

Financial Synergies Wealth Advisors first reported a position in SHOP in Q2 2022 and held it in 8 quarters. The position peaked at $10K in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 130 Shopify shares in Q2 2024, an estimated $10K.
Financial Synergies Wealth Advisors first reported a position in Shopify in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Shopify position peaked at $10K in Q1 2024.
1,211 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.