Sage Private Wealth Group’s Spotify SPOT Stock Holding History

Sage Private Wealth Group’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	-10	Closed	-$2K	–	177
2022 Q1	$2K	Buy	+10	New	+$1.71K	﹤0.01%	165

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Sage Private Wealth Group's SPOT Position: Q2 2022 in Review

Sage Private Wealth Group sold out of Spotify (SPOT) in Q2 2022, closing a stake of 10 shares — an estimated $2K sold.

Sage Private Wealth Group first reported a position in SPOT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 505 funds tracked by Wall St. Rank hold SPOT as of Q2 2022.

Sage Private Wealth Group reported no remaining Spotify position as of Q2 2022 after selling out during the quarter.
Sage Private Wealth Group sold 10 Spotify shares in Q2 2022, an estimated $2K.
Sage Private Wealth Group first reported a position in Spotify in Q1 2022 and held it in 1 quarter.
Sage Private Wealth Group's Spotify position peaked at $2K in Q1 2022.
505 funds tracked by Wall St. Rank held Spotify as of Q2 2022.

Based on Sage Private Wealth Group's 13F filing for Q2 2022, filed 1 Aug 2022.