Teamwork Financial Advisors’s Shopify SHOP Stock Holding History

Teamwork Financial 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 Q2	–	Sell	-4,906	Closed	-$379K	–	183
2024 Q1	$379K	Sell	4,906 -145	-3%	-$11.5K	0.06%	126
2023 Q4	$393K	Buy	5,051 +88	+2%	+$5.62K	0.07%	123
2023 Q3	$271K	Buy	+4,963	New	+$301K	0.04%	166
2022 Q2	–	Sell	-35,300	Closed	-$2.39M	–	248
2022 Q1	$2.39M	Sell	35,300 -24,780	-41%	-$2.03M	0.44%	50
2021 Q4	$8.28M	Sell	60,080 -4,440	-7%	-$649K	1.52%	11
2021 Q3	$8.75M	Buy	64,520 +680	+1%	+$102K	1.73%	10
2021 Q2	$9.33M	Buy	63,840 +9,730	+18%	+$1.2M	1.9%	8
2021 Q1	$5.99M	Buy	54,110 +2,230	+4%	+$269K	1.4%	11
2020 Q4	$5.87M	Sell	51,880 -40	-0.1%	-$4.2K	1.4%	10
2020 Q3	$5.31M	Sell	51,920 -4,800	-8%	-$477K	1.65%	9
2020 Q2	$5.38M	Sell	56,720 -19,620	-26%	-$1.36M	1.93%	6
2020 Q1	$3.18M	Buy	76,340 +55,620	+268%	+$2.51M	1.97%	9
2019 Q4	$824K	Buy	+20,720	New	+$701K	0.49%	47

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teamwork Financial Advisors's SHOP Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Shopify (SHOP) in Q2 2024, closing a stake of 4,906 shares — an estimated $379K sold.

Teamwork Financial Advisors first reported a position in SHOP in Q4 2019 and held it in 13 quarters. The position peaked at $9.33M in Q2 2021. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Teamwork Financial Advisors reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 4,906 Shopify shares in Q2 2024, an estimated $379K.
Teamwork Financial Advisors first reported a position in Shopify in Q4 2019 and held it in 13 quarters.
Teamwork Financial Advisors's Shopify position peaked at $9.33M in Q2 2021.
1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.