WR Wealth Planners’s Shopify SHOP Stock Holding History

WR Wealth Planners’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 Q4	$11.5K	Sell	108 -16	-13%	-$1.56K	﹤0.01%	572
2024 Q3	$9.94K	Sell	124 -15	-11%	-$1.04K	﹤0.01%	629
2024 Q2	$9.18K	Sell	139 -186	-57%	-$12.3K	﹤0.01%	608
2024 Q1	$25.1K	Buy	+325	New	+$25.7K	0.01%	418
2023 Q4	–	Sell	-367	Closed	-$20K	–	740
2023 Q3	$20K	Buy	367 +212	+137%	+$12.8K	0.01%	424
2023 Q2	$10K	Hold	155	–	–	﹤0.01%	577
2023 Q1	$7.43K	Buy	155 +115	+288%	+$5.06K	﹤0.01%	621
2022 Q4	$1.39K	Hold	40	–	–	﹤0.01%	415
2022 Q3	$1.08K	Hold	40	–	–	﹤0.01%	421
2022 Q2	$1.25K	Hold	40	–	–	﹤0.01%	445
2022 Q1	$2.7K	Buy	+40	New	+$3.28K	﹤0.01%	409

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WR Wealth Planners's SHOP Position: Q4 2024 in Review

WR Wealth Planners reduced its Shopify (SHOP) stake by 13% in Q4 2024, selling an estimated $1.56K and leaving 108 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

WR Wealth Planners first reported a position in SHOP in Q1 2022 and has held it in 11 quarters since. The position peaked at $25.1K in Q1 2024. 1,490 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

WR Wealth Planners held 108 shares of Shopify worth $11.5K as of Q4 2024.
WR Wealth Planners sold 16 Shopify shares in Q4 2024, an estimated $1.56K.
Shopify made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #572 holding.
WR Wealth Planners first reported a position in Shopify in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Shopify position peaked at $25.1K in Q1 2024.
1,490 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.