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Lineweaver Wealth Advisors’s Spotify SPOT Stock Holding History

Lineweaver 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
Q2 		– Sell
-1,508
Closed -$227K – 150
2022
Q1 		$227K Buy
1,508
+309
+26% +$52.7K 0.06% 129
2021
Q4 		$280K Buy
1,199
+264
+28% +$66.1K 0.08% 115
2021
Q3 		$210K Buy
+935
New +$220K 0.06% 130

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Lineweaver Wealth Advisors's SPOT Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Spotify (SPOT) in Q2 2022, closing a stake of 1,508 shares — an estimated $227K sold.

Lineweaver Wealth Advisors first reported a position in SPOT in Q3 2021 and held it in 3 quarters. The position peaked at $280K in Q4 2021. 506 funds tracked by Wall St. Rank hold SPOT as of Q2 2022.

  • Lineweaver Wealth Advisors reported no remaining Spotify position as of Q2 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 1,508 Spotify shares in Q2 2022, an estimated $227K.
  • Lineweaver Wealth Advisors first reported a position in Spotify in Q3 2021 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Spotify position peaked at $280K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Spotify as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.