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Jackson Grant Investment Advisers’s Spotify SPOT Stock Holding History

Jackson Grant Investment Advisers’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
-10
Closed -$1.34K – 463
2023
Q1 		$1.34K Buy
+10
New +$1.15K ﹤0.01% 425

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
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
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
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Jackson Grant Investment Advisers's SPOT Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Spotify (SPOT) in Q2 2023, closing a stake of 10 shares — an estimated $1.34K sold.

Jackson Grant Investment Advisers first reported a position in SPOT in Q1 2023 and held it in 1 quarter. The position peaked at $1.34K in Q1 2023. 570 funds tracked by Wall St. Rank hold SPOT as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Spotify position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 10 Spotify shares in Q2 2023, an estimated $1.34K.
  • Jackson Grant Investment Advisers first reported a position in Spotify in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Spotify position peaked at $1.34K in Q1 2023.
  • 570 funds tracked by Wall St. Rank held Spotify as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.