PSI Advisors’s Shopify SHOP Stock Holding History

PSI 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	-3,869	Closed	-$411K	–	917
2024 Q4	$411K	Sell	3,869 -675	-15%	-$65.7K	0.12%	89
2024 Q3	$364K	Sell	4,544 -800	-15%	-$55.3K	0.11%	99
2024 Q2	$353K	Buy	5,344 +144	+3%	+$9.55K	0.11%	99
2024 Q1	$401K	Hold	5,200	–	–	0.15%	87
2023 Q4	$405K	Hold	5,200	–	–	0.15%	88
2023 Q3	$284K	Sell	5,200 -150	-3%	-$9.09K	0.12%	102
2023 Q2	$346K	Hold	5,350	–	–	0.15%	86
2023 Q1	$256K	Sell	5,350 -750	-12%	-$33K	0.12%	98
2022 Q4	$212K	Buy	6,100 +200	+3%	+$6.83K	0.11%	103
2022 Q3	$159K	Buy	5,900 +2,150	+57%	+$73.1K	0.08%	125
2022 Q2	$117K	Buy	3,750 +430	+13%	+$18.4K	0.06%	161
2022 Q1	$224K	Buy	3,320 +1,250	+60%	+$103K	0.09%	134
2021 Q4	$285K	Sell	2,070 -30	-1%	-$4.38K	0.12%	122
2021 Q3	$285K	Hold	2,100	–	–	0.13%	120
2021 Q2	$306K	Buy	+2,100	New	+$259K	0.16%	110
2020 Q1	–	Sell	-1,000	Closed	-$39K	–	505
2019 Q4	$39K	Buy	+1,000	New	+$33.8K	0.03%	291

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

Fidelity Investments

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 $528B AUM 27.57% 1-Year Est. Return