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FSA Wealth Management’s Shopify SHOP Stock Holding History

FSA Wealth Management’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
Q4 		– Sell
-14
Closed -$1.12K – 583
2024
Q3 		$1.12K Buy
+14
New +$967 ﹤0.01% 521
2024
Q1 		$7.72K Buy
+100
New +$7.9K ﹤0.01% 370

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSA Wealth Management's SHOP Position: Q4 2024 in Review

FSA Wealth Management sold out of Shopify (SHOP) in Q4 2024, closing a stake of 14 shares — an estimated $1.12K sold.

FSA Wealth Management first reported a position in SHOP in Q1 2024 and held it in 2 quarters. The position peaked at $7.72K in Q1 2024. 1,489 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • FSA Wealth Management reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
  • FSA Wealth Management sold 14 Shopify shares in Q4 2024, an estimated $1.12K.
  • FSA Wealth Management first reported a position in Shopify in Q1 2024 and held it in 2 quarters.
  • FSA Wealth Management's Shopify position peaked at $7.72K in Q1 2024.
  • 1,489 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on FSA Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.