HGERS
SPOT icon

Householder Group Estate & Retirement Specialist’s Spotify SPOT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$5K Sell
12
-81
-87% -$34.7K ﹤0.01% 431
2024
Q3 		$34K Sell
93
-9
-9% -$2.99K 0.01% 563
2024
Q2 		$32K Sell
102
-23
-18% -$6.92K 0.01% 571
2024
Q1 		$33K Sell
125
-1,131
-90% -$266K 0.01% 563
2023
Q4 		$236K Buy
1,256
+124
+11% +$21.7K 0.08% 221
2023
Q3 		$175K Buy
+1,132
New +$172K 0.06% 232
2023
Q1 		$6K Buy
46
+27
+142% +$3.09K ﹤0.01% 930
2022
Q4 		$1K Hold
19
– – ﹤0.01% 351
2022
Q3 		$1K Buy
+19
New +$2.03K ﹤0.01% 1051

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPOT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Spotify (SPOT) stake by 87% in Q4 2024, selling an estimated $34.7K and leaving 12 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Householder Group Estate & Retirement Specialist first reported a position in SPOT in Q3 2022 and has held it in 9 quarters since. The position peaked at $236K in Q4 2023. 1,062 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 12 shares of Spotify worth $5K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 81 Spotify shares in Q4 2024, an estimated $34.7K.
  • Spotify made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #431 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Spotify in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Spotify position peaked at $236K in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.