BAM
SPOT icon

Belpointe Asset Management’s Spotify SPOT Stock Holding History

Belpointe Asset 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
2026
Q1 		$1.21M Buy
+2,496
New +$1.25M 0.04% 386
2023
Q2 		– Sell
-280
Closed -$37.4K – 2985
2023
Q1 		$37.4K Sell
280
-5
-2% -$572 ﹤0.01% 1883
2022
Q4 		$22.5K Buy
+285
New +$23K ﹤0.01% 2102
2020
Q4 		– Sell
-729
Closed -$177K – 982
2020
Q3 		$177K Buy
+729
New +$188K 0.02% 587
2019
Q2 		– Sell
-1,447
Closed -$201K – 646
2019
Q1 		$201K Buy
1,447
+470
+48% +$64.3K 0.04% 306
2018
Q4 		$111K Sell
977
-650
-40% -$90.9K 0.03% 463
2018
Q3 		$294K Buy
1,627
+377
+30% +$69.2K 0.05% 367
2018
Q2 		$210K Buy
+1,250
New +$200K 0.06% 315

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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