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Josh Arnold Investment Consultant’s Shopify SHOP Stock Holding History

Josh Arnold Investment Consultant’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
Q4 		– Sell
-12,000
Closed -$648K – 28
2023
Q3 		$648K Buy
+12,000
New +$727K 0.68% 12

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Josh Arnold Investment Consultant's SHOP Position: Q4 2023 in Review

Josh Arnold Investment Consultant sold out of Shopify (SHOP) in Q4 2023, closing a stake of 12,000 shares — an estimated $648K sold.

Josh Arnold Investment Consultant first reported a position in SHOP in Q3 2023 and held it in 1 quarter. The position peaked at $648K in Q3 2023. 1,213 funds tracked by Wall St. Rank hold SHOP as of Q4 2023.

  • Josh Arnold Investment Consultant reported no remaining Shopify position as of Q4 2023 after selling out during the quarter.
  • Josh Arnold Investment Consultant sold 12,000 Shopify shares in Q4 2023, an estimated $648K.
  • Josh Arnold Investment Consultant first reported a position in Shopify in Q3 2023 and held it in 1 quarter.
  • Josh Arnold Investment Consultant's Shopify position peaked at $648K in Q3 2023.
  • 1,213 funds tracked by Wall St. Rank held Shopify as of Q4 2023.

Based on Josh Arnold Investment Consultant's 13F filing for Q4 2023, filed 7 Feb 2024.