Encompass Wealth Advisors »

Shopify Inc cl a shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass 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 Encompass 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 Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 16k 77.17
2020-12-31 $40k 35 1142.86

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

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