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Phoenix Wealth Advisors’s Spotify SPOT Stock Holding History

Phoenix 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
2024
Q4 		– Sell
-1,080
Closed -$398K – 126
2024
Q3 		$398K Hold
1,080
– – 0.18% 86
2024
Q2 		$339K Hold
1,080
– – 0.17% 95
2024
Q1 		$285K Hold
1,080
– – 0.17% 96
2023
Q4 		$204K Buy
+1,080
New +$189K 0.14% 111
2022
Q2 		– Sell
-5,471
Closed -$797K – 118
2022
Q1 		$797K Buy
5,471
+1,353
+33% +$231K 0.82% 31
2021
Q4 		$964K Sell
4,118
-507
-11% -$127K 0.73% 36
2021
Q3 		$1.04M Sell
4,625
-15
-0.3% -$3.54K 0.78% 33
2021
Q2 		$1.22M Sell
4,640
-75
-2% -$19K 0.88% 30
2021
Q1 		$1.29M Buy
4,715
+1,159
+33% +$361K 1% 32
2020
Q4 		$1.12M Buy
+3,556
New +$1M 0.85% 34

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Wealth Advisors's SPOT Position: Q4 2024 in Review

Phoenix Wealth Advisors sold out of Spotify (SPOT) in Q4 2024, closing a stake of 1,080 shares — an estimated $398K sold.

Phoenix Wealth Advisors first reported a position in SPOT in Q4 2020 and held it in 10 quarters. The position peaked at $1.29M in Q1 2021. 1,061 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • Phoenix Wealth Advisors reported no remaining Spotify position as of Q4 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,080 Spotify shares in Q4 2024, an estimated $398K.
  • Phoenix Wealth Advisors first reported a position in Spotify in Q4 2020 and held it in 10 quarters.
  • Phoenix Wealth Advisors's Spotify position peaked at $1.29M in Q1 2021.
  • 1,061 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.