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Squar Milner Financial Services’s Spotify SPOT Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-148
Closed -$17K – 638
2020
Q1 		$17K Buy
148
+24
+19% +$3.4K 0.01% 497
2019
Q4 		$18K Buy
+124
New +$17K 0.01% 535
2019
Q3 		– Sell
-13
Closed -$2K – 641
2019
Q2 		$2K Buy
+13
New +$1.79K ﹤0.01% 750

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
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Squar Milner Financial Services's SPOT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Spotify (SPOT) in Q2 2020, closing a stake of 148 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in SPOT in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 480 funds tracked by Wall St. Rank hold SPOT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Spotify position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 148 Spotify shares in Q2 2020, an estimated $17K.
  • Squar Milner Financial Services first reported a position in Spotify in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Spotify position peaked at $18K in Q4 2019.
  • 480 funds tracked by Wall St. Rank held Spotify as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.