AWA
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Amplius Wealth Advisors’s Spotify SPOT Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-43
Closed -$10K – 787
2021
Q4 		$10K Buy
+43
New +$10.8K ﹤0.01% 617

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Amplius Wealth Advisors's SPOT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Spotify (SPOT) in Q1 2022, closing a stake of 43 shares — an estimated $10K sold.

Amplius Wealth Advisors first reported a position in SPOT in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 553 funds tracked by Wall St. Rank hold SPOT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Spotify position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 43 Spotify shares in Q1 2022, an estimated $10K.
  • Amplius Wealth Advisors first reported a position in Spotify in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Spotify position peaked at $10K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Spotify as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.