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Heritage Wealth Advisors’s Spotify SPOT Stock Holding History

Heritage 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
-20
Closed -$5.28K – 537
2024
Q1 		$5.28K Hold
20
– – ﹤0.01% 469
2023
Q4 		$3.76K Buy
+20
New +$3.49K ﹤0.01% 491

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

Heritage Wealth Advisors's SPOT Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of Spotify (SPOT) in Q2 2024, closing a stake of 20 shares — an estimated $5.28K sold.

Heritage Wealth Advisors first reported a position in SPOT in Q4 2023 and held it in 2 quarters. The position peaked at $5.28K in Q1 2024. 839 funds tracked by Wall St. Rank hold SPOT as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining Spotify position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 20 Spotify shares in Q2 2024, an estimated $5.28K.
  • Heritage Wealth Advisors first reported a position in Spotify in Q4 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's Spotify position peaked at $5.28K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Spotify as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.