Pacific Capital Wealth Advisors’s Shopify SHOP Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-1,370	Closed	-$146K	–	316
2024 Q4	$146K	Sell	1,370 -9	-0.7%	-$875	0.02%	97
2024 Q3	$111K	Sell	1,379 -129	-9%	-$8.91K	0.02%	107
2024 Q2	$99.6K	Buy	1,508 +138	+10%	+$9.15K	0.02%	110
2024 Q1	$106K	Hold	1,370	–	–	0.02%	95
2023 Q4	$107K	Buy	+1,370	New	+$87.5K	0.03%	93
2020 Q4	–	Sell	-1,210	Closed	-$124K	–	170
2020 Q3	$124K	Buy	+1,210	New	+$120K	0.07%	76

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Pacific Capital Wealth Advisors's SHOP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Shopify (SHOP) in Q1 2025, closing a stake of 1,370 shares — an estimated $146K sold.

Pacific Capital Wealth Advisors first reported a position in SHOP in Q3 2020 and held it in 6 quarters. The position peaked at $146K in Q4 2024. 1,480 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,370 Shopify shares in Q1 2025, an estimated $146K.
Pacific Capital Wealth Advisors first reported a position in Shopify in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Shopify position peaked at $146K in Q4 2024.
1,480 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.