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Jamison Private Wealth Management’s Spotify SPOT Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-48
Closed -$17.7K – 432
2024
Q3 		$17.7K Hold
48
– – ﹤0.01% 311
2024
Q2 		$15.1K Hold
48
– – ﹤0.01% 303
2024
Q1 		$12.7K Hold
48
– – ﹤0.01% 320
2023
Q4 		$9.02K Hold
48
– – ﹤0.01% 311
2023
Q3 		$7.42K Buy
+48
New +$7.31K ﹤0.01% 311

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

Jamison Private Wealth Management's SPOT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Spotify (SPOT) in Q4 2024, closing a stake of 48 shares — an estimated $17.7K sold.

Jamison Private Wealth Management first reported a position in SPOT in Q3 2023 and held it in 5 quarters. The position peaked at $17.7K in Q3 2024. 1,061 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Spotify position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 48 Spotify shares in Q4 2024, an estimated $17.7K.
  • Jamison Private Wealth Management first reported a position in Spotify in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Spotify position peaked at $17.7K in Q3 2024.
  • 1,061 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.