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Planning Capital Management Corporation’s Shopify SHOP Stock Holding History

Planning Capital Management Corporation’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
Q3 		$137K Buy
1,710
+348
+26% +$24K 0.09% 111
2024
Q2 		$90K Buy
1,362
+522
+62% +$34.6K 0.06% 145
2024
Q1 		$64.8K Buy
840
+40
+5% +$3.16K 0.05% 175
2023
Q4 		$62.3K Buy
+800
New +$51.1K 0.05% 178

Other funds holding SHOP

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Planning Capital Management Corporation's SHOP Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Shopify (SHOP) stake by 26% in Q3 2024, buying an estimated $24K and bringing the position to 1,710 shares worth $137K. The position accounts for 0.09% of the portfolio, ranked #111.

Planning Capital Management Corporation first reported a position in SHOP in Q4 2023 and has held it in 4 quarters since. 1,260 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Planning Capital Management Corporation held 1,710 shares of Shopify worth $137K as of Q3 2024.
  • Planning Capital Management Corporation bought 348 Shopify shares in Q3 2024, an estimated $24K.
  • Shopify made up 0.09% of Planning Capital Management Corporation's portfolio in Q3 2024, its #111 holding.
  • Planning Capital Management Corporation first reported a position in Shopify in Q4 2023 and has held it in 4 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.