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Global Wealth Management Investment Advisory’s Spotify SPOT Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-33
Closed -$9K – 486
2021
Q1 		$9K Hold
33
– – ﹤0.01% 323
2020
Q4 		$10K Sell
33
-19
-37% -$5.36K ﹤0.01% 284
2020
Q3 		$13K Sell
52
-25
-32% -$6.46K 0.01% 258
2020
Q2 		$20K Buy
+77
New +$13.2K 0.01% 275

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPOT Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of Spotify (SPOT) in Q2 2021, closing a stake of 33 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in SPOT in Q2 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2020. 558 funds tracked by Wall St. Rank hold SPOT as of Q2 2021.

  • Global Wealth Management Investment Advisory reported no remaining Spotify position as of Q2 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 33 Spotify shares in Q2 2021, an estimated $9K.
  • Global Wealth Management Investment Advisory first reported a position in Spotify in Q2 2020 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Spotify position peaked at $20K in Q2 2020.
  • 558 funds tracked by Wall St. Rank held Spotify as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.