Janiczek Wealth Management’s Shopify SHOP Stock Holding History

Janiczek Wealth Management’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	$42.9K	Sell	650 -232	-26%	-$15.4K	0.01%	428
2024 Q1	$68.1K	Hold	882	–	–	0.01%	362
2023 Q4	$68.7K	Buy	882 +437	+98%	+$27.9K	0.02%	341
2023 Q3	$24.3K	Hold	445	–	–	0.01%	495
2023 Q2	$28.7K	Hold	445	–	–	0.01%	403
2023 Q1	$20.6K	Buy	445 +310	+230%	+$13.6K	0.01%	449
2022 Q4	$4.96K	Buy	135 +35	+35%	+$1.2K	﹤0.01%	653
2022 Q3	$3K	Sell	100 -30	-23%	-$1.02K	﹤0.01%	731
2022 Q2	$5K	Buy	130 +20	+18%	+$854	﹤0.01%	674
2022 Q1	$7K	Sell	110 -220	-67%	-$18.1K	﹤0.01%	629
2021 Q4	$45K	Sell	330 -60	-15%	-$8.77K	0.01%	326
2021 Q3	$53K	Buy	390 +180	+86%	+$27K	0.02%	273
2021 Q2	$31K	Buy	210 +10	+5%	+$1.23K	0.01%	345
2021 Q1	$22K	Buy	200 +150	+300%	+$18.1K	0.01%	386
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	569
2020 Q3	$5K	Buy	+50	New	+$4.97K	﹤0.01%	345

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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