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Institutional & Family Asset Management’s Spotify SPOT Stock Holding History

Institutional & Family Asset Management’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
Q4 		– Sell
-104
Closed -$25K – 925
2020
Q3 		$25K Buy
104
+59
+131% +$15.2K 0.01% 374
2020
Q2 		$12K Buy
+45
New +$7.71K ﹤0.01% 465
2019
Q2 		– Sell
-10
Closed -$1K – 874
2019
Q1 		$1K Buy
+10
New +$1.37K ﹤0.01% 811

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Institutional & Family Asset Management's SPOT Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Spotify (SPOT) in Q4 2020, closing a stake of 104 shares — an estimated $25K sold.

Institutional & Family Asset Management first reported a position in SPOT in Q1 2019 and held it in 3 quarters. The position peaked at $25K in Q3 2020. 567 funds tracked by Wall St. Rank hold SPOT as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Spotify position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 104 Spotify shares in Q4 2020, an estimated $25K.
  • Institutional & Family Asset Management first reported a position in Spotify in Q1 2019 and held it in 3 quarters.
  • Institutional & Family Asset Management's Spotify position peaked at $25K in Q3 2020.
  • 567 funds tracked by Wall St. Rank held Spotify as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.