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Rise Advisors’s Spotify SPOT Stock Holding History

Rise 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
Q2 		– Sell
-28
Closed -$7.39K – 1269
2024
Q1 		$7.39K Sell
28
-20
-42% -$4.7K ﹤0.01% 1067
2023
Q4 		$9.02K Hold
48
– – 0.01% 326
2023
Q3 		$7.42K Hold
48
– – 0.01% 338
2023
Q2 		$7.71K Hold
48
– – 0.01% 376
2023
Q1 		$6.41K Hold
48
– – ﹤0.01% 421
2022
Q4 		$3.79K Hold
48
– – ﹤0.01% 482
2022
Q3 		$4K Hold
48
– – ﹤0.01% 477
2022
Q2 		$5K Buy
48
+20
+71% +$2.25K 0.01% 449
2022
Q1 		$4K Buy
+28
New +$4.78K ﹤0.01% 459

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Rise Advisors's SPOT Position: Q2 2024 in Review

Rise Advisors sold out of Spotify (SPOT) in Q2 2024, closing a stake of 28 shares — an estimated $7.39K sold.

Rise Advisors first reported a position in SPOT in Q1 2022 and held it in 9 quarters. The position peaked at $9.02K in Q4 2023. 839 funds tracked by Wall St. Rank hold SPOT as of Q2 2024.

  • Rise Advisors reported no remaining Spotify position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 28 Spotify shares in Q2 2024, an estimated $7.39K.
  • Rise Advisors first reported a position in Spotify in Q1 2022 and held it in 9 quarters.
  • Rise Advisors's Spotify position peaked at $9.02K in Q4 2023.
  • 839 funds tracked by Wall St. Rank held Spotify as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.