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Focused Wealth Management’s Spotify SPOT Stock Holding History

Focused 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
2023
Q4 		– Sell
-1,200
Closed -$10.9K – 1097
2023
Q3 		$10.9K Buy
+1,200
New +$183K ﹤0.01% 509
2022
Q1 		– Sell
-1,000
Closed -$1K – 1100
2021
Q4 		$1K Buy
+1,000
New +$250K ﹤0.01% 926
2021
Q1 		– Sell
-1,600
Closed -$16K – 1000
2020
Q4 		$16K Buy
1,600
+200
+14% +$56.4K ﹤0.01% 497
2020
Q3 		$9K Buy
+1,400
New +$362K ﹤0.01% 524

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Focused Wealth Management's SPOT Position: Q4 2022 in Review

Focused Wealth Management sold out of Spotify (SPOT) in Q4 2022, closing a stake of 5 shares.

Focused Wealth Management first reported a position in SPOT in Q2 2021 and held it in 6 quarters. The position peaked at $60K in Q4 2021. 479 funds tracked by Wall St. Rank hold SPOT as of Q4 2022.

  • Focused Wealth Management reported no remaining Spotify position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 5 Spotify shares in Q4 2022.
  • Focused Wealth Management first reported a position in Spotify in Q2 2021 and held it in 6 quarters.
  • Focused Wealth Management's Spotify position peaked at $60K in Q4 2021.
  • 479 funds tracked by Wall St. Rank held Spotify as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.