Personal Capital Advisors’s Shopify SHOP Stock Holding History

Personal Capital 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
2022 Q4	$437K	Buy	12,600 +2,873	+30%	+$98.1K	﹤0.01%	325
2022 Q3	$262K	Sell	9,727 -263	-3%	-$8.95K	﹤0.01%	386
2022 Q2	$312K	Buy	9,990 +50	+0.5%	+$2.13K	﹤0.01%	347
2022 Q1	$672K	Sell	9,940 -1,130	-10%	-$92.8K	﹤0.01%	277
2021 Q4	$1.52M	Buy	11,070 +450	+4%	+$65.8K	0.01%	241
2021 Q3	$1.44M	Buy	10,620 +1,260	+13%	+$189K	0.01%	238
2021 Q2	$1.37M	Sell	9,360 -810	-8%	-$99.8K	0.01%	242
2021 Q1	$1.13M	Buy	10,170 +4,630	+84%	+$559K	0.01%	247
2020 Q4	$627K	Buy	5,540 +10	+0.2%	+$1.05K	﹤0.01%	278
2020 Q3	$566K	Buy	5,530 +630	+13%	+$62.6K	﹤0.01%	273
2020 Q2	$465K	Buy	4,900 +100	+2%	+$6.94K	﹤0.01%	259
2020 Q1	$200K	Sell	4,800 -1,740	-27%	-$78.4K	﹤0.01%	330
2019 Q4	$260K	Buy	+6,540	New	+$221K	﹤0.01%	351

Other funds holding SHOP

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return