GI
SHOP icon

Gradient Investments’s Shopify SHOP Stock Holding History

Gradient Investments’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
-20
Closed -$1.32K – 1097
2024
Q2 		$1.32K Sell
20
-14
-41% -$929 ﹤0.01% 1042
2024
Q1 		$2.62K Sell
34
-744
-96% -$58.8K ﹤0.01% 814
2023
Q4 		$60.6K Hold
778
– – ﹤0.01% 506
2023
Q3 		$42.5K Hold
778
– – ﹤0.01% 535
2023
Q2 		$50.3K Buy
778
+18
+2% +$1.02K ﹤0.01% 502
2023
Q1 		$36.4K Hold
760
– – ﹤0.01% 547
2022
Q4 		$26.4K Sell
760
-60
-7% -$2.05K ﹤0.01% 633
2022
Q3 		$22K Hold
820
– – ﹤0.01% 654
2022
Q2 		$26K Buy
820
+60
+8% +$2.56K ﹤0.01% 597
2022
Q1 		$51K Sell
760
-1,040
-58% -$85.4K ﹤0.01% 473
2021
Q4 		$248K Buy
1,800
+40
+2% +$5.84K 0.01% 262
2021
Q3 		$239K Buy
1,760
+60
+4% +$8.99K 0.01% 266
2021
Q2 		$248K Hold
1,700
– – 0.01% 260
2021
Q1 		$188K Hold
1,700
– – 0.01% 294
2020
Q4 		$174K Hold
1,700
– – 0.01% 266
2020
Q3 		$174K Buy
1,700
+1,000
+143% +$99.4K 0.01% 266
2020
Q2 		$66K Sell
700
-910
-57% -$63.2K ﹤0.01% 347
2020
Q1 		$67K Buy
1,610
+10
+0.6% +$451 ﹤0.01% 319
2019
Q4 		$64K Buy
1,600
+390
+32% +$13.2K ﹤0.01% 358
2019
Q3 		$38K Hold
1,210
– – ﹤0.01% 423
2019
Q2 		$36K Buy
1,210
+210
+21% +$5.47K ﹤0.01% 420
2019
Q1 		$21K Buy
+1,000
New +$17.7K ﹤0.01% 442
2018
Q1 		– Sell
-600
Closed -$6K – 1146
2017
Q4 		$6K Buy
+600
New +$6.15K ﹤0.01% 671

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

Gradient Investments's SHOP Position: Q3 2024 in Review

Gradient Investments sold out of Shopify (SHOP) in Q3 2024, closing a stake of 20 shares — an estimated $1.32K sold.

Gradient Investments first reported a position in SHOP in Q4 2017 and held it in 23 quarters. The position peaked at $248K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Gradient Investments reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 20 Shopify shares in Q3 2024, an estimated $1.32K.
  • Gradient Investments first reported a position in Shopify in Q4 2017 and held it in 23 quarters.
  • Gradient Investments's Shopify position peaked at $248K in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.