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Ten Capital Wealth Advisors’s Shopify SHOP Stock Holding History

Ten Capital 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
2023
Q2 		– Sell
-84
Closed -$4.03K – 459
2023
Q1 		$4.03K Buy
84
+34
+68% +$1.5K ﹤0.01% 433
2022
Q4 		$1.74K Hold
50
– – ﹤0.01% 444
2022
Q3 		$1K Buy
+50
New +$1.7K ﹤0.01% 530
2022
Q2 		– Sell
-40
Closed -$3K – 515
2022
Q1 		$3K Buy
+40
New +$3.28K ﹤0.01% 413
2021
Q1 		– Sell
-120
Closed -$14K – 395
2020
Q4 		$14K Buy
+120
New +$12.6K ﹤0.01% 237

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Ten Capital Wealth Advisors's SHOP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Shopify (SHOP) in Q2 2023, closing a stake of 84 shares — an estimated $4.03K sold.

Ten Capital Wealth Advisors first reported a position in SHOP in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q4 2020. 1,124 funds tracked by Wall St. Rank hold SHOP as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Shopify position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 84 Shopify shares in Q2 2023, an estimated $4.03K.
  • Ten Capital Wealth Advisors first reported a position in Shopify in Q4 2020 and held it in 5 quarters.
  • Ten Capital Wealth Advisors's Shopify position peaked at $14K in Q4 2020.
  • 1,124 funds tracked by Wall St. Rank held Shopify as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.