Freedom Wealth Alliance’s Shopify SHOP Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-10	Closed	-$347	–	383
2022 Q4	$347	Buy	+10	New	+$341	﹤0.01%	467

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

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

Freedom Wealth Alliance's SHOP Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Shopify (SHOP) in Q1 2023, closing a stake of 10 shares — an estimated $347 sold.

Freedom Wealth Alliance first reported a position in SHOP in Q4 2022 and held it in 1 quarter. The position peaked at $347 in Q4 2022. 1,025 funds tracked by Wall St. Rank hold SHOP as of Q1 2023.

Freedom Wealth Alliance reported no remaining Shopify position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 10 Shopify shares in Q1 2023, an estimated $347.
Freedom Wealth Alliance first reported a position in Shopify in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Shopify position peaked at $347 in Q4 2022.
1,025 funds tracked by Wall St. Rank held Shopify as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.