HGWM
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Harvest Group Wealth Management’s Spotify SPOT Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-10
Closed -$3K – 615
2020
Q4 		$3K Sell
10
-10
-50% -$2.82K ﹤0.01% 317
2020
Q3 		$5K Buy
+20
New +$5.17K ﹤0.01% 268

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Harvest Group Wealth Management's SPOT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Spotify (SPOT) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in SPOT in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 574 funds tracked by Wall St. Rank hold SPOT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Spotify position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Spotify shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Spotify in Q3 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Spotify position peaked at $5K in Q3 2020.
  • 574 funds tracked by Wall St. Rank held Spotify as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.