Artemis Wealth Advisors’s Spotify SPOT Stock Holding History

Artemis 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
2020 Q4	–	Sell	-7,000	Closed	-$1.7M	–	93
2020 Q3	$1.7M	Buy	+7,000	New	+$1.81M	0.42%	15
2019 Q2	–	Sell	-150	Closed	-$20.8K	–	31
2019 Q1	$20.8K	Hold	150	–	–	0.01%	23
2018 Q4	$17K	Buy	+150	New	+$21K	0.01%	36

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Artemis Wealth Advisors's SPOT Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Spotify (SPOT) in Q4 2020, closing a stake of 7,000 shares — an estimated $1.7M sold.

Artemis Wealth Advisors first reported a position in SPOT in Q4 2018 and held it in 3 quarters. The position peaked at $1.7M in Q3 2020. 567 funds tracked by Wall St. Rank hold SPOT as of Q4 2020.

Artemis Wealth Advisors reported no remaining Spotify position as of Q4 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 7,000 Spotify shares in Q4 2020, an estimated $1.7M.
Artemis Wealth Advisors first reported a position in Spotify in Q4 2018 and held it in 3 quarters.
Artemis Wealth Advisors's Spotify position peaked at $1.7M in Q3 2020.
567 funds tracked by Wall St. Rank held Spotify as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.