First Citizens Bank & Trust’s Shopify SHOP Stock Holding History

First Citizens Bank & Trust’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 Q4	–	Sell	-4,081	Closed	-$223K	–	375
2023 Q3	$223K	Buy	+4,081	New	+$247K	﹤0.01%	324
2022 Q1	–	Sell	-5,880	Closed	-$810K	–	472
2021 Q4	$810K	Sell	5,880 -1,340	-19%	-$196K	0.03%	189
2021 Q3	$979K	Buy	7,220 +2,540	+54%	+$381K	0.05%	170
2021 Q2	$684K	Sell	4,680 -3,490	-43%	-$430K	0.03%	184
2021 Q1	$904K	Buy	+8,170	New	+$987K	0.04%	191

Other funds holding SHOP

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

Baillie Gifford & Co

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

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

Capital World Investors

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

Capital Research Global Investors

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

Royal Bank of Canada

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return