MFT
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Moisand Fitzgerald Tamayo’s Shopify SHOP Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q3 		– Sell
-100
Closed -$6.46K – 818
2023
Q2 		$6.46K Buy
+100
New +$5.65K ﹤0.01% 375
2022
Q3 		– Sell
-20
Closed -$1K – 853
2022
Q2 		$1K Sell
20
-20
-50% -$854 ﹤0.01% 553
2022
Q1 		$3K Buy
+40
New +$3.28K ﹤0.01% 340

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SHOP Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Shopify (SHOP) in Q3 2023, closing a stake of 100 shares — an estimated $6.46K sold.

Moisand Fitzgerald Tamayo first reported a position in SHOP in Q1 2022 and held it in 3 quarters. The position peaked at $6.46K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Shopify position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 100 Shopify shares in Q3 2023, an estimated $6.46K.
  • Moisand Fitzgerald Tamayo first reported a position in Shopify in Q1 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Shopify position peaked at $6.46K in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.