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Atria Wealth Solutions’s Spotify SPOT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.4M Sell
3,172
-1,786
-36% -$1.15M 0.05% 369
2025
Q1 		$2.73M Buy
4,958
+1,705
+52% +$953K 0.03% 523
2024
Q4 		$1.46M Buy
3,253
+420
+15% +$180K 0.02% 765
2024
Q3 		$1.04M Buy
2,833
+715
+34% +$238K 0.01% 899
2024
Q2 		$665K Buy
2,118
+923
+77% +$278K 0.01% 1084
2024
Q1 		$315K Sell
1,195
-30
-2% -$7.05K ﹤0.01% 1526
2023
Q4 		$230K Buy
+1,225
New +$214K ﹤0.01% 1682
2023
Q3 		– Sell
-1,611
Closed -$259K – 1974
2023
Q2 		$259K Buy
+1,611
New +$233K ﹤0.01% 1529

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return