Stratos Wealth Advisors’s Shopify SHOP Stock Holding History

Stratos Wealth 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 Q3	–	Sell	-6,115	Closed	-$404K	–	756
2024 Q2	$404K	Buy	+6,115	New	+$406K	0.02%	518
2023 Q4	–	Sell	-5,067	Closed	-$277K	–	729
2023 Q3	$277K	Buy	5,067 +83	+2%	+$5.03K	0.02%	551
2023 Q2	$322K	Buy	+4,984	New	+$282K	0.02%	500
2021 Q2	–	Sell	-3,950	Closed	-$437K	–	551
2021 Q1	$437K	Buy	3,950 +220	+6%	+$26.6K	0.05%	333
2020 Q4	$422K	Buy	+3,730	New	+$392K	0.06%	270
2019 Q4	–	Sell	-8,210	Closed	-$256K	–	223
2019 Q3	$256K	Buy	+8,210	New	+$281K	0.1%	208

Other funds holding SHOP

Baillie Gifford & Co

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

Capital World Investors

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

T. Rowe Price Associates

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

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

Fidelity Investments

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

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

Royal Bank of Canada

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return