MBL Wealth’s Shopify SHOP Stock Holding History

MBL Wealth’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	–	Sell	-2,586	Closed	-$207K	–	229
2024 Q3	$207K	Buy	+2,586	New	+$179K	0.02%	199
2024 Q1	–	Sell	-2,626	Closed	-$205K	–	206
2023 Q4	$205K	Buy	+2,626	New	+$168K	0.03%	178
2023 Q3	–	Sell	-3,280	Closed	-$212K	–	189
2023 Q2	$212K	Buy	+3,280	New	+$185K	0.03%	165

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MBL Wealth's SHOP Position: Q4 2024 in Review

MBL Wealth sold out of Shopify (SHOP) in Q4 2024, closing a stake of 2,586 shares — an estimated $207K sold.

MBL Wealth first reported a position in SHOP in Q2 2023 and held it in 3 quarters. The position peaked at $212K in Q2 2023. 1,491 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

MBL Wealth reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
MBL Wealth sold 2,586 Shopify shares in Q4 2024, an estimated $207K.
MBL Wealth first reported a position in Shopify in Q2 2023 and held it in 3 quarters.
MBL Wealth's Shopify position peaked at $212K in Q2 2023.
1,491 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on MBL Wealth's 13F filing for Q4 2024, filed 21 Apr 2025.