OIA
SPOT icon

Optimum Investment Advisors’s Spotify SPOT Stock Holding History

Optimum Investment 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
2020
Q3 		– Sell
-500
Closed -$129K – 924
2020
Q2 		$129K Buy
+500
New +$85.7K 0.04% 286
2020
Q1 		– Sell
-500
Closed -$75K – 943
2019
Q4 		$75K Buy
+500
New +$68.7K 0.02% 441
2019
Q1 		– Sell
-700
Closed -$79K – 1034
2018
Q4 		$79K Buy
700
+500
+250% +$69.9K 0.03% 386
2018
Q3 		$36K Hold
200
– – 0.01% 607
2018
Q2 		$34K Buy
+200
New +$32K 0.01% 612

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimum Investment Advisors's SPOT Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Spotify (SPOT) in Q3 2020, closing a stake of 500 shares — an estimated $129K sold.

Optimum Investment Advisors first reported a position in SPOT in Q2 2018 and held it in 5 quarters. The position peaked at $129K in Q2 2020. 525 funds tracked by Wall St. Rank hold SPOT as of Q3 2020.

  • Optimum Investment Advisors reported no remaining Spotify position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Spotify shares in Q3 2020, an estimated $129K.
  • Optimum Investment Advisors first reported a position in Spotify in Q2 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Spotify position peaked at $129K in Q2 2020.
  • 525 funds tracked by Wall St. Rank held Spotify as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.