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 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

Janiczek Wealth Management's SHOP Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Shopify (SHOP) stake by 26% in Q2 2024, selling an estimated $15.4K and leaving 650 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #428.

Janiczek Wealth Management first reported a position in SHOP in Q3 2020 and has held it in 16 quarters since. The position peaked at $68.7K in Q4 2023. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Janiczek Wealth Management held 650 shares of Shopify worth $42.9K as of Q2 2024.
Janiczek Wealth Management sold 232 Shopify shares in Q2 2024, an estimated $15.4K.
Shopify made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #428 holding.
Janiczek Wealth Management first reported a position in Shopify in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Shopify position peaked at $68.7K in Q4 2023.
1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.