Safeguard Financial’s Shopify SHOP Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-340	Closed	-$21K	–	468
2023 Q2	$21K	Buy	+340	New	+$19.2K	0.01%	259

Other funds holding SHOP

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Safeguard Financial's SHOP Position: Q3 2023 in Review

Safeguard Financial sold out of Shopify (SHOP) in Q3 2023, closing a stake of 340 shares — an estimated $21K sold.

Safeguard Financial first reported a position in SHOP in Q2 2023 and held it in 1 quarter. The position peaked at $21K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

Safeguard Financial reported no remaining Shopify position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 340 Shopify shares in Q3 2023, an estimated $21K.
Safeguard Financial first reported a position in Shopify in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Shopify position peaked at $21K in Q2 2023.
1,076 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.