Icon Wealth Advisors »

Shopify Inc cl a shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Shopify Inc cl a

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Shopify Inc cl a by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 53k 80.14
2024-03-31 $686k 8.9k 77.17
2023-12-31 $645k 8.3k 77.90
2022-12-31 $330k 9.5k 34.71
2022-09-30 $261k 9.7k 26.95

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Shopify Inc cl a

Baillie Gifford & Co
Capital World Investors
Morgan Stanley
T. Rowe Price Associates
Vanguard Group
Capital Research and Management Company - Division 3
Capital Research Global Investors
CIBC World Markets
Royal Bank of Canada
Polen Capital Management
Jpmorgan Chase & Co
Sands Capital Management
Franklin Resources
Susquehanna International
Artisan Partners Limited Partnership

View all funds holding Shopify Inc cl a