Evolution Wealth Advisors’s Spotify SPOT Stock Holding History

Evolution 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 Q4	–	Sell	-190	Closed	-$43K	–	553
2021 Q3	$43K	Hold	190	–	–	0.01%	233
2021 Q2	$52K	Hold	190	–	–	0.01%	204
2021 Q1	$51K	Hold	190	–	–	0.01%	199
2020 Q4	$60K	Hold	190	–	–	0.01%	172
2020 Q3	$46K	Hold	190	–	–	0.01%	188
2020 Q2	$49K	Hold	190	–	–	0.02%	146
2020 Q1	$23K	Hold	190	–	–	0.01%	145
2019 Q4	$28K	Hold	190	–	–	0.01%	193
2019 Q3	$22K	Buy	+190	New	+$26.8K	0.01%	88

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TCMV

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ATO

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evolution Wealth Advisors's SPOT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Spotify (SPOT) in Q4 2021, closing a stake of 190 shares — an estimated $43K sold.

Evolution Wealth Advisors first reported a position in SPOT in Q3 2019 and held it in 9 quarters. The position peaked at $60K in Q4 2020. 607 funds tracked by Wall St. Rank hold SPOT as of Q4 2021.

Evolution Wealth Advisors reported no remaining Spotify position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 190 Spotify shares in Q4 2021, an estimated $43K.
Evolution Wealth Advisors first reported a position in Spotify in Q3 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Spotify position peaked at $60K in Q4 2020.
607 funds tracked by Wall St. Rank held Spotify as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.