Waypoint Wealth Partners’s Shopify SHOP Stock Holding History

Waypoint Wealth Partners’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	-7,150	Closed	-$552K	–	70
2024 Q1	$552K	Hold	7,150	–	–	0.16%	39
2023 Q4	$557K	Hold	7,150	–	–	0.17%	31
2023 Q3	$390K	Hold	7,150	–	–	0.14%	49
2023 Q2	$462K	Hold	7,150	–	–	0.16%	40
2023 Q1	$343K	Hold	7,150	–	–	0.12%	47
2022 Q4	$248K	Buy	+7,150	New	+$244K	0.1%	51
2022 Q3	–	Sell	-7,250	Closed	-$226K	–	67
2022 Q2	$226K	Buy	+7,250	New	+$310K	0.09%	54

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

Waypoint Wealth Partners's SHOP Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of Shopify (SHOP) in Q2 2024, closing a stake of 7,150 shares — an estimated $552K sold.

Waypoint Wealth Partners first reported a position in SHOP in Q2 2022 and held it in 7 quarters. The position peaked at $557K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Waypoint Wealth Partners reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
Waypoint Wealth Partners sold 7,150 Shopify shares in Q2 2024, an estimated $552K.
Waypoint Wealth Partners first reported a position in Shopify in Q2 2022 and held it in 7 quarters.
Waypoint Wealth Partners's Shopify position peaked at $557K in Q4 2023.
1,211 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.