TFA
SHOP icon

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return