MSFP
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Mark Sheptoff Financial Planning’s Shopify SHOP Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q1 		– Sell
-300
Closed -$31.9K – 462
2024
Q4 		$31.9K Buy
300
+100
+50% +$9.73K 0.02% 213
2024
Q3 		$16K Buy
+200
New +$13.8K 0.01% 264
2021
Q4 		– Sell
-1,700
Closed -$230K – 476
2021
Q3 		$230K Hold
1,700
– – 0.13% 98
2021
Q2 		$248K Hold
1,700
– – 0.13% 90
2021
Q1 		$188K Hold
1,700
– – 0.11% 100
2020
Q4 		$192K Hold
1,700
– – 0.11% 98
2020
Q3 		$174K Sell
1,700
-250
-13% -$24.9K 0.11% 95
2020
Q2 		$185K Buy
1,950
+250
+15% +$17.4K 0.12% 93
2020
Q1 		$71K Buy
1,700
+200
+13% +$9.02K 0.05% 118
2019
Q4 		$60K Hold
1,500
– – 0.04% 142
2019
Q3 		$47K Hold
1,500
– – 0.03% 149
2019
Q2 		$45K Hold
1,500
– – 0.03% 164
2019
Q1 		$31K Hold
1,500
– – 0.02% 181
2018
Q4 		$21K Hold
1,500
– – 0.02% 190
2018
Q3 		$25K Hold
1,500
– – 0.02% 216
2018
Q2 		$22K Buy
+1,500
New +$21.2K 0.02% 219

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $528B AUM 27.57% 1-Year Est. Return