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Regent Peak Wealth Advisors’s Spotify SPOT Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-39
Closed -$12K – 857
2020
Q4 		$12K Buy
+39
New +$11K ﹤0.01% 538

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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
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Regent Peak Wealth Advisors's SPOT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Spotify (SPOT) in Q1 2021, closing a stake of 39 shares — an estimated $12K sold.

Regent Peak Wealth Advisors first reported a position in SPOT in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 574 funds tracked by Wall St. Rank hold SPOT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Spotify position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 39 Spotify shares in Q1 2021, an estimated $12K.
  • Regent Peak Wealth Advisors first reported a position in Spotify in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Spotify position peaked at $12K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Spotify as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.