IAG Wealth Partners’s Spotify SPOT Stock Holding History

IAG Wealth Partners’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
2023 Q2	–	Sell	-50	Closed	-$6.68K	–	486
2023 Q1	$6.68K	Buy	+50	New	+$5.72K	﹤0.01%	358

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

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

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

IAG Wealth Partners's SPOT Position: Q2 2023 in Review

IAG Wealth Partners sold out of Spotify (SPOT) in Q2 2023, closing a stake of 50 shares — an estimated $6.68K sold.

IAG Wealth Partners first reported a position in SPOT in Q1 2023 and held it in 1 quarter. The position peaked at $6.68K in Q1 2023. 570 funds tracked by Wall St. Rank hold SPOT as of Q2 2023.

IAG Wealth Partners reported no remaining Spotify position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 50 Spotify shares in Q2 2023, an estimated $6.68K.
IAG Wealth Partners first reported a position in Spotify in Q1 2023 and held it in 1 quarter.
IAG Wealth Partners's Spotify position peaked at $6.68K in Q1 2023.
570 funds tracked by Wall St. Rank held Spotify as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.