RWMG
SHOP icon

Redwood Wealth Management Group’s Shopify SHOP Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-985
Closed -$65.1K – 920
2024
Q2 		$65.1K Buy
+985
New +$65.3K 0.05% 262

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
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 $14.5B AUM 5.7% 1-Year Est. Return

Redwood Wealth Management Group's SHOP Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Shopify (SHOP) in Q3 2024, closing a stake of 985 shares — an estimated $65.1K sold.

Redwood Wealth Management Group first reported a position in SHOP in Q2 2024 and held it in 1 quarter. The position peaked at $65.1K in Q2 2024. 1,259 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 985 Shopify shares in Q3 2024, an estimated $65.1K.
  • Redwood Wealth Management Group first reported a position in Shopify in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Shopify position peaked at $65.1K in Q2 2024.
  • 1,259 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.