IBEX Wealth Advisors’s Spotify SPOT Stock Holding History

IBEX 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
2021 Q4	–	Sell	-69	Closed	-$16K	–	393
2021 Q3	$16K	Buy	+69	New	+$16.3K	﹤0.01%	333

Other funds holding SPOT

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

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

ATO

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

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

IBEX Wealth Advisors's SPOT Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Spotify (SPOT) in Q4 2021, closing a stake of 69 shares — an estimated $16K sold.

IBEX Wealth Advisors first reported a position in SPOT in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 607 funds tracked by Wall St. Rank hold SPOT as of Q4 2021.

IBEX Wealth Advisors reported no remaining Spotify position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 69 Spotify shares in Q4 2021, an estimated $16K.
IBEX Wealth Advisors first reported a position in Spotify in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Spotify position peaked at $16K in Q3 2021.
607 funds tracked by Wall St. Rank held Spotify as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.