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Financial Synergies Wealth Advisors’s Spotify SPOT Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-5
Closed -$1.32K – 414
2024
Q1 		$1.32K Buy
+5
New +$1.17K ﹤0.01% 370
2023
Q4 		– Sell
-5
Closed -$774 – 541
2023
Q3 		$774 Buy
+5
New +$762 ﹤0.01% 410

Other funds holding SPOT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's SPOT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Spotify (SPOT) in Q2 2024, closing a stake of 5 shares — an estimated $1.32K sold.

Financial Synergies Wealth Advisors first reported a position in SPOT in Q3 2023 and held it in 2 quarters. The position peaked at $1.32K in Q1 2024. 839 funds tracked by Wall St. Rank hold SPOT as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Spotify position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Spotify shares in Q2 2024, an estimated $1.32K.
  • Financial Synergies Wealth Advisors first reported a position in Spotify in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Spotify position peaked at $1.32K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Spotify as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.