BDO Wealth Advisors’s Spotify SPOT Stock Holding History

BDO 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
2023 Q2	$203K	Hold	1,265	–	–	0.02%	263
2023 Q1	$169K	Hold	1,265	–	–	0.02%	265
2022 Q4	$99.9K	Hold	1,265	–	–	0.01%	329
2022 Q3	$109K	Hold	1,265	–	–	0.01%	318
2022 Q2	$119K	Buy	1,265 +900	+247%	+$101K	0.01%	308
2022 Q1	$55K	Buy	365 +165	+83%	+$28.2K	0.01%	415
2021 Q4	$47K	Hold	200	–	–	0.01%	456
2021 Q3	$45K	Hold	200	–	–	0.01%	462
2021 Q2	$55K	Sell	200 -64	-24%	-$16.2K	0.01%	455
2021 Q1	$71K	Buy	264 +14	+6%	+$4.36K	0.01%	403
2020 Q4	$79K	Buy	250 +50	+25%	+$14.1K	0.01%	310
2020 Q3	$49K	Hold	200	–	–	0.01%	334
2020 Q2	$52K	Hold	200	–	–	0.01%	327
2020 Q1	$24K	Buy	+200	New	+$28.3K	﹤0.01%	426
2019 Q4	–	Sell	-165	Closed	-$19K	–	636
2019 Q3	$19K	Hold	165	–	–	﹤0.01%	403
2019 Q2	$24K	Hold	165	–	–	0.01%	375
2019 Q1	$23K	Hold	165	–	–	0.01%	363
2018 Q4	$19K	Hold	165	–	–	0.01%	353
2018 Q3	$30K	Hold	165	–	–	0.01%	345
2018 Q2	$28K	Buy	+165	New	+$26.4K	0.01%	350

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ATO

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

BDO Wealth Advisors's SPOT Position: Q2 2023 in Review

BDO Wealth Advisors held its Spotify (SPOT) position steady in Q2 2023 at 1,265 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #263.

BDO Wealth Advisors first reported a position in SPOT in Q2 2018 and has held it in 20 quarters since. 570 funds tracked by Wall St. Rank hold SPOT as of Q2 2023.

BDO Wealth Advisors held 1,265 shares of Spotify worth $203K as of Q2 2023.
BDO Wealth Advisors left its Spotify share count unchanged in Q2 2023.
Spotify made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #263 holding.
BDO Wealth Advisors first reported a position in Spotify in Q2 2018 and has held it in 20 quarters since.
570 funds tracked by Wall St. Rank held Spotify as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.