GWS
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Glassman Wealth Services’s Shopify SHOP Stock Holding History

Glassman Wealth Services’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 		– Sell
-2,024
Closed -$158K – 1538
2023
Q4 		$158K Buy
2,024
+93
+5% +$5.94K 0.02% 234
2023
Q3 		$105K Buy
1,931
+1,034
+115% +$62.7K 0.02% 264
2023
Q2 		$57.9K Sell
897
-33
-4% -$1.86K 0.01% 370
2023
Q1 		$44.6K Sell
930
-950
-51% -$41.8K 0.01% 435
2022
Q4 		$65.3K Buy
1,880
+531
+39% +$18.1K 0.01% 357
2022
Q3 		$36K Sell
1,349
-251
-16% -$8.54K 0.01% 463
2022
Q2 		$50K Buy
1,600
+290
+22% +$12.4K 0.01% 399
2022
Q1 		$89K Buy
1,310
+790
+152% +$64.9K 0.02% 284
2021
Q4 		$72K Sell
520
-830
-61% -$121K 0.01% 302
2021
Q3 		$183K Buy
1,350
+110
+9% +$16.5K 0.04% 163
2021
Q2 		$181K Buy
1,240
+120
+11% +$14.8K 0.04% 151
2021
Q1 		$124K Buy
1,120
+130
+13% +$15.7K 0.03% 197
2020
Q4 		$112K Buy
990
+120
+14% +$12.6K 0.03% 211
2020
Q3 		$89K Sell
870
-380
-30% -$37.8K 0.02% 216
2020
Q2 		$119K Buy
+1,250
New +$86.8K 0.04% 153

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 $1.47T 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 $528B AUM 27.57% 1-Year Est. Return