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Shopify Inc cl a shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth investment in Shopify Inc cl a

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

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Quarterly reported holdings in Shopify Inc cl a by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 13k 77.90
2023-09-30 $717k 13k 54.57
2023-06-30 $848k 13k 64.60
2023-03-31 $628k 13k 47.94
2022-12-31 $455k 13k 34.71

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding Shopify Inc cl a

Baillie Gifford & Co
Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Royal Bank of Canada
Arrowstreet Capital, Limited Partnership
Bank Of Montreal
Norges Bank Investment Management
Franklin Resources
Wellington Management Company
Citadel Advisors
Bank of America Corporation
Legal & General Group
Connor, Clark & Lunn Investment Management
National Bank Of Canada /fi/

View all funds holding Shopify Inc cl a