RIA
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Regal Investment Advisors’s Shopify SHOP Stock Holding History

Regal Investment 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
2024
Q4 		– Sell
-7,348
Closed -$589K – 511
2024
Q3 		$589K Sell
7,348
-24,629
-77% -$1.7M 0.04% 323
2024
Q2 		$2.11M Buy
31,977
+942
+3% +$62.5K 0.14% 167
2024
Q1 		$2.39M Sell
31,035
-2,083
-6% -$165K 0.16% 153
2023
Q4 		$2.58M Buy
33,118
+694
+2% +$44.3K 0.2% 134
2023
Q3 		$1.77M Sell
32,424
-3,204
-9% -$194K 0.15% 159
2023
Q2 		$2.3M Buy
35,628
+1,357
+4% +$76.7K 0.19% 128
2023
Q1 		$1.64M Buy
34,271
+7,859
+30% +$346K 0.15% 159
2022
Q4 		$917K Sell
26,412
-4,749
-15% -$162K 0.09% 197
2022
Q3 		$839K Buy
31,161
+594
+2% +$20.2K 0.09% 196
2022
Q2 		$955K Sell
30,567
-953
-3% -$40.7K 0.1% 196
2022
Q1 		$2.13M Buy
31,520
+1,930
+7% +$158K 0.2% 121
2021
Q4 		$4.08M Sell
29,590
-1,620
-5% -$237K 0.36% 69
2021
Q3 		$4.23M Sell
31,210
-1,410
-4% -$211K 0.41% 65
2021
Q2 		$4.77M Buy
+32,620
New +$4.02M 0.48% 52
2021
Q1 		– Sell
-31,650
Closed -$3.58M – 348
2020
Q4 		$3.58M Buy
+31,650
New +$3.32M 0.41% 65
2020
Q3 		– Sell
-37,230
Closed -$3.53M – 228
2020
Q2 		$3.53M Buy
+37,230
New +$2.58M 0.65% 40
2019
Q4 		– Sell
-7,600
Closed -$237K – 355
2019
Q3 		$237K Buy
7,600
+20
+0.3% +$685 0.05% 279
2019
Q2 		$228K Buy
+7,580
New +$197K 0.04% 285

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's SHOP Position: Q4 2024 in Review

Regal Investment Advisors sold out of Shopify (SHOP) in Q4 2024, closing a stake of 7,348 shares — an estimated $589K sold.

Regal Investment Advisors first reported a position in SHOP in Q2 2019 and held it in 18 quarters. The position peaked at $4.77M in Q2 2021. 1,491 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • Regal Investment Advisors reported no remaining Shopify position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 7,348 Shopify shares in Q4 2024, an estimated $589K.
  • Regal Investment Advisors first reported a position in Shopify in Q2 2019 and held it in 18 quarters.
  • Regal Investment Advisors's Shopify position peaked at $4.77M in Q2 2021.
  • 1,491 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.