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Baystate Wealth Management’s Spotify SPOT Stock Holding History

Baystate 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
2023
Q4 		– Sell
-50
Closed -$7.73K – 1340
2023
Q3 		$7.73K Hold
50
– – ﹤0.01% 626
2023
Q2 		$8.03K Buy
+50
New +$7.25K ﹤0.01% 613

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Baystate Wealth Management's SPOT Position: Q4 2023 in Review

Baystate Wealth Management sold out of Spotify (SPOT) in Q4 2023, closing a stake of 50 shares — an estimated $7.73K sold.

Baystate Wealth Management first reported a position in SPOT in Q2 2023 and held it in 2 quarters. The position peaked at $8.03K in Q2 2023. 655 funds tracked by Wall St. Rank hold SPOT as of Q4 2023.

  • Baystate Wealth Management reported no remaining Spotify position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 50 Spotify shares in Q4 2023, an estimated $7.73K.
  • Baystate Wealth Management first reported a position in Spotify in Q2 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Spotify position peaked at $8.03K in Q2 2023.
  • 655 funds tracked by Wall St. Rank held Spotify as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.