Heck Capital Advisors’s Spotify SPOT Stock Holding History

Heck Capital 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
2020 Q3	–	Sell	-895	Closed	-$231K	–	109
2020 Q2	$231K	Buy	+895	New	+$153K	0.05%	87

Other funds holding SPOT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Heck Capital Advisors's SPOT Position: Q3 2020 in Review

Heck Capital Advisors sold out of Spotify (SPOT) in Q3 2020, closing a stake of 895 shares — an estimated $231K sold.

Heck Capital Advisors first reported a position in SPOT in Q2 2020 and held it in 1 quarter. The position peaked at $231K in Q2 2020. 525 funds tracked by Wall St. Rank hold SPOT as of Q3 2020.

Heck Capital Advisors reported no remaining Spotify position as of Q3 2020 after selling out during the quarter.
Heck Capital Advisors sold 895 Spotify shares in Q3 2020, an estimated $231K.
Heck Capital Advisors first reported a position in Spotify in Q2 2020 and held it in 1 quarter.
Heck Capital Advisors's Spotify position peaked at $231K in Q2 2020.
525 funds tracked by Wall St. Rank held Spotify as of Q3 2020.

Based on Heck Capital Advisors's 13F filing for Q3 2020, filed 19 May 2025.