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Harvest Investment Services’s Shopify SHOP Stock Holding History

Harvest Investment 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
-6,229
Closed -$485K – 204
2023
Q4 		$485K Buy
+6,229
New +$398K 0.22% 111

Other funds holding SHOP

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harvest Investment Services's SHOP Position: Q1 2024 in Review

Harvest Investment Services sold out of Shopify (SHOP) in Q1 2024, closing a stake of 6,229 shares — an estimated $485K sold.

Harvest Investment Services first reported a position in SHOP in Q4 2023 and held it in 1 quarter. The position peaked at $485K in Q4 2023. 1,224 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

  • Harvest Investment Services reported no remaining Shopify position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 6,229 Shopify shares in Q1 2024, an estimated $485K.
  • Harvest Investment Services first reported a position in Shopify in Q4 2023 and held it in 1 quarter.
  • Harvest Investment Services's Shopify position peaked at $485K in Q4 2023.
  • 1,224 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.