Laffer Tengler Investments’s Shopify SHOP Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-20	Closed	-$1.32K	–	322
2024 Q2	$1.32K	Hold	20	–	–	﹤0.01%	378
2024 Q1	$1.54K	Buy	+20	New	+$1.58K	﹤0.01%	388
2022 Q4	–	Sell	-20	Closed	-$538	–	473
2022 Q3	$538	Hold	20	–	–	﹤0.01%	409
2022 Q2	$624	Hold	20	–	–	﹤0.01%	368
2022 Q1	$1.35K	Hold	20	–	–	﹤0.01%	378
2021 Q4	$2.75K	Buy	20 +10	+100%	+$1.46K	﹤0.01%	334
2021 Q3	$1.35K	Buy	+10	New	+$1.5K	﹤0.01%	447

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

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

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

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Laffer Tengler Investments's SHOP Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Shopify (SHOP) in Q3 2024, closing a stake of 20 shares — an estimated $1.32K sold.

Laffer Tengler Investments first reported a position in SHOP in Q3 2021 and held it in 7 quarters. The position peaked at $2.75K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

Laffer Tengler Investments reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 20 Shopify shares in Q3 2024, an estimated $1.32K.
Laffer Tengler Investments first reported a position in Shopify in Q3 2021 and held it in 7 quarters.
Laffer Tengler Investments's Shopify position peaked at $2.75K in Q4 2021.
1,261 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.