HFRG
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Houlihan Financial Resource Group’s Shopify SHOP Stock Holding History

Houlihan Financial Resource Group’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
-13,211
Closed -$747K – 151
2023
Q2 		$747K Buy
+13,211
New +$747K 0.02% 96

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Houlihan Financial Resource Group's SHOP Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Shopify (SHOP) in Q3 2023, closing a stake of 13,211 shares — an estimated $747K sold.

Houlihan Financial Resource Group first reported a position in SHOP in Q2 2023 and held it in 1 quarter. The position peaked at $747K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Shopify position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 13,211 Shopify shares in Q3 2023, an estimated $747K.
  • Houlihan Financial Resource Group first reported a position in Shopify in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Shopify position peaked at $747K in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.