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Fortune Financial Advisors’s Shopify SHOP Stock Holding History

Fortune Financial 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
Q3 		– Sell
-4,218
Closed -$279K – 120
2024
Q2 		$279K Hold
4,218
– – 0.17% 113
2024
Q1 		$326K Sell
4,218
-2
-0% -$158 0.21% 107
2023
Q4 		$329K Hold
4,220
– – 0.23% 92
2023
Q3 		$230K Hold
4,220
– – 0.18% 108
2023
Q2 		$273K Buy
+4,220
New +$239K 0.2% 100

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fortune Financial Advisors's SHOP Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Shopify (SHOP) in Q3 2024, closing a stake of 4,218 shares — an estimated $279K sold.

Fortune Financial Advisors first reported a position in SHOP in Q2 2023 and held it in 5 quarters. The position peaked at $329K in Q4 2023. 1,261 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 4,218 Shopify shares in Q3 2024, an estimated $279K.
  • Fortune Financial Advisors first reported a position in Shopify in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Shopify position peaked at $329K in Q4 2023.
  • 1,261 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.