HBC Financial Services’s Shopify SHOP Stock Holding History

HBC Financial 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
2023 Q3	–	Sell	-500	Closed	-$33K	–	195
2023 Q2	$33K	Buy	+500	New	+$28.3K	0.02%	81
2022 Q1	–	Sell	-200	Closed	-$27K	–	184
2021 Q4	$27K	Hold	200	–	–	0.02%	88
2021 Q3	$27K	Hold	200	–	–	0.02%	79
2021 Q2	$29K	Hold	200	–	–	0.02%	94
2021 Q1	$24.2K	Sell	200 -50	-20%	-$6.04K	0.02%	103
2020 Q4	$29K	Hold	250	–	–	0.02%	85
2020 Q3	$23K	Buy	+250	New	+$24.9K	0.02%	92

Other funds holding SHOP

Baillie Gifford & Co

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

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

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 World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Sands Capital Management

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