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Lynx Investment Advisory’s Shopify SHOP Stock Holding History

Lynx Investment Advisory’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
-275
Closed -$18.2K – 659
2024
Q2 		$18.2K Buy
+275
New +$18.2K 0.01% 347

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Lynx Investment Advisory's SHOP Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Shopify (SHOP) in Q3 2024, closing a stake of 275 shares — an estimated $18.2K sold.

Lynx Investment Advisory first reported a position in SHOP in Q2 2024 and held it in 1 quarter. The position peaked at $18.2K in Q2 2024. 1,259 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 275 Shopify shares in Q3 2024, an estimated $18.2K.
  • Lynx Investment Advisory first reported a position in Shopify in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Shopify position peaked at $18.2K in Q2 2024.
  • 1,259 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.