Burt Wealth Advisors’s Spotify SPOT Stock Holding History

Burt 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
2021 Q1	–	Sell	-2	Closed	-$1K	–	316
2020 Q4	$1K	Buy	+2	New	+$564	﹤0.01%	377

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

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

ATO

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

Burt Wealth Advisors's SPOT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Spotify (SPOT) in Q1 2021, closing a stake of 2 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in SPOT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 574 funds tracked by Wall St. Rank hold SPOT as of Q1 2021.

Burt Wealth Advisors reported no remaining Spotify position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2 Spotify shares in Q1 2021, an estimated $1K.
Burt Wealth Advisors first reported a position in Spotify in Q4 2020 and held it in 1 quarter.
Burt Wealth Advisors's Spotify position peaked at $1K in Q4 2020.
574 funds tracked by Wall St. Rank held Spotify as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.