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Kelly Financial Services’s Spotify SPOT Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-5
Closed -$1.65K – 658
2024
Q2 		$1.65K Sell
5
-2
-29% -$602 ﹤0.01% 608
2024
Q1 		$1.83K Hold
7
– – ﹤0.01% 614
2023
Q4 		$1.31K Hold
7
– – ﹤0.01% 630
2023
Q3 		$1.07K Buy
+7
New +$1.07K ﹤0.01% 614

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Kelly Financial Services's SPOT Position: Q3 2024 in Review

Kelly Financial Services sold out of Spotify (SPOT) in Q3 2024, closing a stake of 5 shares — an estimated $1.65K sold.

Kelly Financial Services first reported a position in SPOT in Q3 2023 and held it in 4 quarters. The position peaked at $1.83K in Q1 2024. 909 funds tracked by Wall St. Rank hold SPOT as of Q3 2024.

  • Kelly Financial Services reported no remaining Spotify position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 5 Spotify shares in Q3 2024, an estimated $1.65K.
  • Kelly Financial Services first reported a position in Spotify in Q3 2023 and held it in 4 quarters.
  • Kelly Financial Services's Spotify position peaked at $1.83K in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Spotify as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.