SWS
SHOP icon

SYSTM Wealth Solutions’s Shopify SHOP Stock Holding History

SYSTM Wealth Solutions’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
-802
Closed -$53K – 535
2024
Q2 		$53K Sell
802
-10,884
-93% -$722K 0.01% 277
2024
Q1 		$902K Buy
11,686
+8,649
+285% +$683K 0.11% 215
2023
Q4 		$237K Sell
3,037
-8,482
-74% -$542K 0.03% 361
2023
Q3 		$629K Buy
11,519
+1,403
+14% +$85K 0.1% 251
2023
Q2 		$653K Buy
+10,116
New +$572K 0.09% 278

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
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
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 $570B 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

SYSTM Wealth Solutions's SHOP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Shopify (SHOP) in Q3 2024, closing a stake of 802 shares — an estimated $53K sold.

SYSTM Wealth Solutions first reported a position in SHOP in Q2 2023 and held it in 5 quarters. The position peaked at $902K in Q1 2024. 1,259 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 802 Shopify shares in Q3 2024, an estimated $53K.
  • SYSTM Wealth Solutions first reported a position in Shopify in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Shopify position peaked at $902K in Q1 2024.
  • 1,259 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.