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BBJS Financial Advisors’s Spotify SPOT Stock Holding History

BBJS Financial 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
2024
Q3 		$8.48K Hold
23
– – ﹤0.01% 116
2024
Q2 		$7.22K Hold
23
– – ﹤0.01% 138
2024
Q1 		$6.07K Hold
23
– – ﹤0.01% 107
2023
Q4 		$4.32K Hold
23
– – ﹤0.01% 106
2023
Q3 		$3.56K Hold
23
– – ﹤0.01% 107
2023
Q2 		$3.69K Hold
23
– – ﹤0.01% 104
2023
Q1 		$3.07K Hold
23
– – ﹤0.01% 109
2022
Q4 		$1.82K Buy
+23
New +$1.85K ﹤0.01% 122

Other funds holding SPOT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BBJS Financial Advisors's SPOT Position: Q3 2024 in Review

BBJS Financial Advisors held its Spotify (SPOT) position steady in Q3 2024 at 23 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

BBJS Financial Advisors first reported a position in SPOT in Q4 2022 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold SPOT as of Q3 2024.

  • BBJS Financial Advisors held 23 shares of Spotify worth $8.48K as of Q3 2024.
  • BBJS Financial Advisors left its Spotify share count unchanged in Q3 2024.
  • Spotify made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #116 holding.
  • BBJS Financial Advisors first reported a position in Spotify in Q4 2022 and has held it in 8 quarters since.
  • 909 funds tracked by Wall St. Rank held Spotify as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.