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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

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

Fidelity Investments

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return