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Steward Financial Group’s Spotify SPOT Stock Holding History

Steward Financial 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
2023
Q3 		$11K Buy
+77
New +$11.7K ﹤0.01% 362
2023
Q2 		– Sell
-15
Closed -$2K – 932
2023
Q1 		$2K Buy
15
+11
+275% +$1.26K ﹤0.01% 535
2022
Q4 		$0 Buy
+4
New +$323 ﹤0.01% 791
2022
Q3 		– Sell
-6
Closed – – 1145
2022
Q2 		$0 Buy
+6
New +$677 ﹤0.01% 1344

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 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 $20.5B AUM 26.83% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Steward Financial Group's SPOT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Spotify (SPOT) in Q3 2023: 77 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SPOT as recently as Q1 2023.

Steward Financial Group first reported a position in SPOT in Q2 2022 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold SPOT as of Q3 2023.

  • Steward Financial Group held 77 shares of Spotify worth $11K as of Q3 2023.
  • Spotify was a new Steward Financial Group position in Q3 2023.
  • Spotify made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #362 holding.
  • Steward Financial Group first reported a position in Spotify in Q2 2022 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Spotify as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.