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Lenox Wealth Advisors’s Spotify SPOT Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$12K Sell
85
-14
-14% -$2.39K ﹤0.01% 459
2021
Q4 		$23K Buy
99
+14
+16% +$3.5K ﹤0.01% 373
2021
Q3 		$19K Hold
85
– – ﹤0.01% 367
2021
Q2 		$23K Hold
85
– – ﹤0.01% 337
2021
Q1 		$23K Sell
85
-2
-2% -$623 ﹤0.01% 293
2020
Q4 		$27K Hold
87
– – ﹤0.01% 268
2020
Q3 		$21K Buy
+87
New +$22.5K ﹤0.01% 279

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Lenox Wealth Advisors's SPOT Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Spotify (SPOT) stake by 14% in Q1 2022, selling an estimated $2.39K and leaving 85 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Lenox Wealth Advisors first reported a position in SPOT in Q3 2020 and has held it in 7 quarters since. The position peaked at $27K in Q4 2020. 554 funds tracked by Wall St. Rank hold SPOT as of Q1 2022.

  • Lenox Wealth Advisors held 85 shares of Spotify worth $12K as of Q1 2022.
  • Lenox Wealth Advisors sold 14 Spotify shares in Q1 2022, an estimated $2.39K.
  • Spotify made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #459 holding.
  • Lenox Wealth Advisors first reported a position in Spotify in Q3 2020 and has held it in 7 quarters since.
  • Lenox Wealth Advisors's Spotify position peaked at $27K in Q4 2020.
  • 554 funds tracked by Wall St. Rank held Spotify as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.