Engrave Wealth Partners’s Spotify SPOT Stock Holding History

Engrave Wealth Partners’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	-20	Closed	-$5K	–	376
2020 Q2	$5K	Hold	20	–	–	﹤0.01%	324
2020 Q1	$2K	Buy	+20	New	+$2.83K	﹤0.01%	367

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

Engrave Wealth Partners's SPOT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Spotify (SPOT) in Q3 2020, closing a stake of 20 shares — an estimated $5K sold.

Engrave Wealth Partners first reported a position in SPOT in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 525 funds tracked by Wall St. Rank hold SPOT as of Q3 2020.

Engrave Wealth Partners reported no remaining Spotify position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 20 Spotify shares in Q3 2020, an estimated $5K.
Engrave Wealth Partners first reported a position in Spotify in Q1 2020 and held it in 2 quarters.
Engrave Wealth Partners's Spotify position peaked at $5K in Q2 2020.
525 funds tracked by Wall St. Rank held Spotify as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.