WFA of San Diego’s Shopify SHOP Stock Holding History

WFA of San Diego’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	-20	Closed	-$1.32K	–	413
2024 Q2	$1.32K	Buy	+20	New	+$1.33K	﹤0.01%	382

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

WFA of San Diego's SHOP Position: Q3 2024 in Review

WFA of San Diego sold out of Shopify (SHOP) in Q3 2024, closing a stake of 20 shares — an estimated $1.32K sold.

WFA of San Diego first reported a position in SHOP in Q2 2024 and held it in 1 quarter. The position peaked at $1.32K in Q2 2024. 1,259 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

WFA of San Diego reported no remaining Shopify position as of Q3 2024 after selling out during the quarter.
WFA of San Diego sold 20 Shopify shares in Q3 2024, an estimated $1.32K.
WFA of San Diego first reported a position in Shopify in Q2 2024 and held it in 1 quarter.
WFA of San Diego's Shopify position peaked at $1.32K in Q2 2024.
1,259 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.