KWAG
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Kiely Wealth Advisory Group’s Shopify SHOP Stock Holding History

Kiely Wealth Advisory Group’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 		$9.59K Hold
80
– – 0.01% 201
2024
Q3 		$9.01K Hold
80
– – 0.01% 207
2024
Q2 		$5.47K Hold
80
– – ﹤0.01% 227
2024
Q1 		$5.83K Hold
80
– – ﹤0.01% 194
2023
Q4 		$6.59K Buy
+80
New +$5.11K ﹤0.01% 191

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

Kiely Wealth Advisory Group's SHOP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Shopify (SHOP) position steady in Q4 2024 at 80 shares worth $9.59K. The position accounts for 0.01% of the portfolio, ranked #201.

Kiely Wealth Advisory Group first reported a position in SHOP in Q4 2023 and has held it in 5 quarters since. 1,489 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • Kiely Wealth Advisory Group held 80 shares of Shopify worth $9.59K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Shopify share count unchanged in Q4 2024.
  • Shopify made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #201 holding.
  • Kiely Wealth Advisory Group first reported a position in Shopify in Q4 2023 and has held it in 5 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.