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Liberty Wealth Management’s Spotify SPOT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-74
Closed -$19K – 969
2021
Q3 		$19K Buy
74
+59
+393% +$13.9K 0.01% 664
2021
Q2 		$4K Buy
15
+2
+15% +$507 ﹤0.01% 842
2021
Q1 		$4K Hold
13
– – ﹤0.01% 743
2020
Q4 		$4K Buy
13
+4
+44% +$1.13K ﹤0.01% 739
2020
Q3 		$2K Buy
+9
New +$2.33K ﹤0.01% 779
2020
Q1 		– Sell
-247
Closed -$37K – 982
2019
Q4 		$37K Buy
+247
New +$33.9K 0.03% 311

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Liberty Wealth Management's SPOT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Spotify (SPOT) in Q4 2021, closing a stake of 74 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in SPOT in Q4 2019 and held it in 6 quarters. The position peaked at $37K in Q4 2019. 607 funds tracked by Wall St. Rank hold SPOT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Spotify position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 74 Spotify shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Spotify in Q4 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Spotify position peaked at $37K in Q4 2019.
  • 607 funds tracked by Wall St. Rank held Spotify as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.