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MFA Wealth Advisors’s Shopify SHOP Stock Holding History

MFA Wealth Advisors’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
-200
Closed -$16K – 332
2024
Q3 		$16K Hold
200
– – ﹤0.01% 286
2024
Q2 		$13.2K Buy
+200
New +$13.3K ﹤0.01% 304
2022
Q1 		– Sell
-2,390
Closed -$329K – 79
2021
Q4 		$329K Hold
2,390
– – 0.14% 58
2021
Q3 		$324K Hold
2,390
– – 0.15% 53
2021
Q2 		$349K Sell
2,390
-780
-25% -$96.1K 0.16% 54
2021
Q1 		$351K Sell
3,170
-320
-9% -$38.7K 0.17% 49
2020
Q4 		$395K Sell
3,490
-200
-5% -$21K 0.35% 33
2020
Q3 		$377K Hold
3,690
– – 0.4% 28
2020
Q2 		$350K Buy
+3,690
New +$256K 0.23% 36

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

MFA Wealth Advisors's SHOP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Shopify (SHOP) in Q4 2024, closing a stake of 200 shares — an estimated $16K sold.

MFA Wealth Advisors first reported a position in SHOP in Q2 2020 and held it in 9 quarters. The position peaked at $395K in Q4 2020. 1,490 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 200 Shopify shares in Q4 2024, an estimated $16K.
  • MFA Wealth Advisors first reported a position in Shopify in Q2 2020 and held it in 9 quarters.
  • MFA Wealth Advisors's Shopify position peaked at $395K in Q4 2020.
  • 1,490 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.