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FirstPurpose Wealth’s Shopify SHOP Stock Holding History

FirstPurpose Wealth’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
Q1 		$242K Buy
3,368
+47
+1% +$3.71K 0.09% 183
2023
Q4 		$259K Buy
+3,321
New +$212K 0.1% 170

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FirstPurpose Wealth's SHOP Position: Q1 2024 in Review

FirstPurpose Wealth increased its Shopify (SHOP) stake by 1.4% in Q1 2024, buying an estimated $3.71K and bringing the position to 3,368 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #183.

FirstPurpose Wealth first reported a position in SHOP in Q4 2023 and has held it in 2 quarters since. The position peaked at $259K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

  • FirstPurpose Wealth held 3,368 shares of Shopify worth $242K as of Q1 2024.
  • FirstPurpose Wealth bought 47 Shopify shares in Q1 2024, an estimated $3.71K.
  • Shopify made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #183 holding.
  • FirstPurpose Wealth first reported a position in Shopify in Q4 2023 and has held it in 2 quarters since.
  • FirstPurpose Wealth's Shopify position peaked at $259K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.