Ritter Daniher Financial Advisory’s Shopify SHOP Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-150	Closed	-$11.7K	–	339
2023 Q4	$11.7K	Sell	150 -217	-59%	-$13.9K	﹤0.01%	224
2023 Q3	$20K	Buy	367 +217	+145%	+$13.1K	0.01%	190
2023 Q2	$9.69K	Buy	+150	New	+$8.48K	﹤0.01%	223
2023 Q1	–	Sell	-10	Closed	-$347	–	316
2022 Q4	$347	Buy	+10	New	+$341	﹤0.01%	280
2022 Q2	–	Sell	-50	Closed	-$3K	–	263
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	216
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	176
2021 Q3	$7K	Hold	50	–	–	0.01%	174
2021 Q2	$7K	Buy	+50	New	+$6.16K	0.01%	167

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ritter Daniher Financial Advisory's SHOP Position: Q1 2024 in Review

Ritter Daniher Financial Advisory sold out of Shopify (SHOP) in Q1 2024, closing a stake of 150 shares — an estimated $11.7K sold.

Ritter Daniher Financial Advisory first reported a position in SHOP in Q2 2021 and held it in 8 quarters. The position peaked at $20K in Q3 2023. 1,224 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

Ritter Daniher Financial Advisory reported no remaining Shopify position as of Q1 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 150 Shopify shares in Q1 2024, an estimated $11.7K.
Ritter Daniher Financial Advisory first reported a position in Shopify in Q2 2021 and held it in 8 quarters.
Ritter Daniher Financial Advisory's Shopify position peaked at $20K in Q3 2023.
1,224 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2024, filed 13 May 2024.