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Shopify Inc cl a shares owned by Caliber Wealth Management

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Caliber Wealth Management from 13F filings

Historical chart of Caliber Wealth Management investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Caliber Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Caliber Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 38k 77.17
2023-12-31 $3.0M 38k 77.90
2023-09-30 $2.1M 38k 54.57
2023-06-30 $2.2M 34k 64.60

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salesforce (CRM)
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View all positions for Caliber Wealth Management

Top funds holding Shopify Inc cl a

Baillie Gifford & Co
Morgan Stanley
Vanguard Group
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Royal Bank of Canada
CIBC World Markets
Arrowstreet Capital, Limited Partnership
Fil
Loomis, Sayles and
Sands Capital Management
Franklin Resources
Bank Of Montreal
Wellington Management Company

View all funds holding Shopify Inc cl a