CTWM
SPOT icon

Cherry Tree Wealth Management’s Spotify SPOT Stock Holding History

Cherry Tree 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
2025
Q1 		– Sell
-22
Closed -$9.78K – 764
2024
Q4 		$9.78K Buy
+22
New +$9.42K ﹤0.01% 419

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cherry Tree Wealth Management's SPOT Position: Q1 2025 in Review

Cherry Tree Wealth Management sold out of Spotify (SPOT) in Q1 2025, closing a stake of 22 shares — an estimated $9.78K sold.

Cherry Tree Wealth Management first reported a position in SPOT in Q4 2024 and held it in 1 quarter. The position peaked at $9.78K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold SPOT as of Q1 2025.

  • Cherry Tree Wealth Management reported no remaining Spotify position as of Q1 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 22 Spotify shares in Q1 2025, an estimated $9.78K.
  • Cherry Tree Wealth Management first reported a position in Spotify in Q4 2024 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Spotify position peaked at $9.78K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Spotify as of Q1 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.