Sageworth Trust’s Shopify SHOP Stock Holding History

Sageworth Trust’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 Q2	–	Sell	-190	Closed	-$9.11K	–	386
2023 Q1	$9.11K	Buy	+190	New	+$8.36K	﹤0.01%	297

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

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

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

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

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

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

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

Sageworth Trust's SHOP Position: Q2 2023 in Review

Sageworth Trust sold out of Shopify (SHOP) in Q2 2023, closing a stake of 190 shares — an estimated $9.11K sold.

Sageworth Trust first reported a position in SHOP in Q1 2023 and held it in 1 quarter. The position peaked at $9.11K in Q1 2023. 1,124 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

Sageworth Trust reported no remaining Shopify position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 190 Shopify shares in Q2 2023, an estimated $9.11K.
Sageworth Trust first reported a position in Shopify in Q1 2023 and held it in 1 quarter.
Sageworth Trust's Shopify position peaked at $9.11K in Q1 2023.
1,124 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.