BKM Wealth Management’s Spotify SPOT Stock Holding History

BKM 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
2024 Q1	–	Sell	-20	Closed	-$3.76K	–	500
2023 Q4	$3.76K	Buy	+20	New	+$3.49K	﹤0.01%	531

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BKM Wealth Management's SPOT Position: Q1 2024 in Review

BKM Wealth Management sold out of Spotify (SPOT) in Q1 2024, closing a stake of 20 shares — an estimated $3.76K sold.

BKM Wealth Management first reported a position in SPOT in Q4 2023 and held it in 1 quarter. The position peaked at $3.76K in Q4 2023. 720 funds tracked by Wall St. Rank hold SPOT as of Q1 2024.

BKM Wealth Management reported no remaining Spotify position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 20 Spotify shares in Q1 2024, an estimated $3.76K.
BKM Wealth Management first reported a position in Spotify in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Spotify position peaked at $3.76K in Q4 2023.
720 funds tracked by Wall St. Rank held Spotify as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.