HGERS
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Householder Group Estate & Retirement Specialist’s Shopify SHOP Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$3K Sell
32
-102
-76% -$9.92K ﹤0.01% 459
2024
Q3 		$10K Hold
134
– – ﹤0.01% 819
2024
Q2 		$8K Buy
134
+132
+6,600% +$8.76K ﹤0.01% 868
2024
Q1 		$154 Hold
2
– – ﹤0.01% 1217
2023
Q4 		$0 Buy
+2
New +$128 ﹤0.01% 1308

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Householder Group Estate & Retirement Specialist's SHOP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Shopify (SHOP) stake by 76% in Q4 2024, selling an estimated $9.92K and leaving 32 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Householder Group Estate & Retirement Specialist first reported a position in SHOP in Q4 2023 and has held it in 5 quarters since. The position peaked at $10K in Q3 2024. 1,490 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 32 shares of Shopify worth $3K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 102 Shopify shares in Q4 2024, an estimated $9.92K.
  • Shopify made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #459 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Shopify in Q4 2023 and has held it in 5 quarters since.
  • Householder Group Estate & Retirement Specialist's Shopify position peaked at $10K in Q3 2024.
  • 1,490 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.