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Kolinsky Wealth Management’s Spotify SPOT Stock Holding History

Kolinsky 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 		$472K Sell
1,054
-288
-21% -$123K 0.29% 74
2024
Q3 		$495K Buy
1,342
+140
+12% +$46.5K 0.32% 68
2024
Q2 		$377K Buy
+1,202
New +$362K 0.27% 81

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's SPOT Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Spotify (SPOT) stake by 21% in Q4 2024, selling an estimated $123K and leaving 1,054 shares worth $472K. The position accounts for 0.29% of the portfolio, ranked #74.

Kolinsky Wealth Management first reported a position in SPOT in Q2 2024 and has held it in 3 quarters since. The position peaked at $495K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • Kolinsky Wealth Management held 1,054 shares of Spotify worth $472K as of Q4 2024.
  • Kolinsky Wealth Management sold 288 Spotify shares in Q4 2024, an estimated $123K.
  • Spotify made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #74 holding.
  • Kolinsky Wealth Management first reported a position in Spotify in Q2 2024 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Spotify position peaked at $495K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.