Able Wealth Management’s Spotify SPOT Stock Holding History

Able Wealth Management’s Portfolio SPOT Stock Details SPOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$3.95K	–	504
2023 Q4	$3.95K	Buy	+21	New	+$3.67K	﹤0.01%	375

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Able Wealth Management's SPOT Position: Q1 2024 in Review

Able Wealth Management sold out of Spotify (SPOT) in Q1 2024, closing a stake of 21 shares — an estimated $3.95K sold.

Able Wealth Management first reported a position in SPOT in Q4 2023 and held it in 1 quarter. The position peaked at $3.95K in Q4 2023. 720 funds tracked by Wall St. Rank hold SPOT as of Q1 2024.

Able Wealth Management reported no remaining Spotify position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 21 Spotify shares in Q1 2024, an estimated $3.95K.
Able Wealth Management first reported a position in Spotify in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Spotify position peaked at $3.95K in Q4 2023.
720 funds tracked by Wall St. Rank held Spotify as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.