Beam Wealth Advisors’s Spotify SPOT Stock Holding History

Beam 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 Q3	–	Sell	-771	Closed	-$201K	–	146
2020 Q2	$201K	Buy	+771	New	+$132K	0.2%	123

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beam Wealth Advisors's SPOT Position: Q3 2020 in Review

Beam Wealth Advisors sold out of Spotify (SPOT) in Q3 2020, closing a stake of 771 shares — an estimated $201K sold.

Beam Wealth Advisors first reported a position in SPOT in Q2 2020 and held it in 1 quarter. The position peaked at $201K in Q2 2020. 525 funds tracked by Wall St. Rank hold SPOT as of Q3 2020.

Beam Wealth Advisors reported no remaining Spotify position as of Q3 2020 after selling out during the quarter.
Beam Wealth Advisors sold 771 Spotify shares in Q3 2020, an estimated $201K.
Beam Wealth Advisors first reported a position in Spotify in Q2 2020 and held it in 1 quarter.
Beam Wealth Advisors's Spotify position peaked at $201K in Q2 2020.
525 funds tracked by Wall St. Rank held Spotify as of Q3 2020.

Based on Beam Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.