Intrua Financial’s Shopify SHOP Stock Holding History

Intrua Financial’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 Q2	–	Sell	-5,561	Closed	-$429K	–	427
2024 Q1	$429K	Buy	5,561 +90	+2%	+$7.11K	0.06%	262
2023 Q4	$426K	Buy	+5,471	New	+$349K	0.06%	250

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intrua Financial's SHOP Position: Q2 2024 in Review

Intrua Financial sold out of Shopify (SHOP) in Q2 2024, closing a stake of 5,561 shares — an estimated $429K sold.

Intrua Financial first reported a position in SHOP in Q4 2023 and held it in 2 quarters. The position peaked at $429K in Q1 2024. 1,211 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Intrua Financial reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
Intrua Financial sold 5,561 Shopify shares in Q2 2024, an estimated $429K.
Intrua Financial first reported a position in Shopify in Q4 2023 and held it in 2 quarters.
Intrua Financial's Shopify position peaked at $429K in Q1 2024.
1,211 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.