Sutton Wealth Advisors’s Spotify SPOT Stock Holding History

Sutton 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
2023 Q3	$4.49K	Hold	29	–	–	﹤0.01%	606
2023 Q2	$4.66K	Hold	29	–	–	﹤0.01%	584
2023 Q1	$3.88K	Hold	29	–	–	﹤0.01%	555
2022 Q4	$2.29K	Buy	29 +20	+222%	+$1.61K	﹤0.01%	1195
2022 Q3	$777	Hold	9	–	–	﹤0.01%	1363
2022 Q2	$844	Buy	9 +2	+29%	+$226	﹤0.01%	1333
2022 Q1	$1.06K	Sell	7 -2	-22%	-$341	﹤0.01%	1331
2021 Q4	$2.11K	Buy	+9	New	+$2.25K	﹤0.01%	1192
2021 Q3	–	Sell	-7	Closed	-$1.93K	–	1336
2021 Q2	$1.93K	Hold	7	–	–	﹤0.01%	1168
2021 Q1	$1.88K	Hold	7	–	–	﹤0.01%	1144
2020 Q4	$2.2K	Hold	7	–	–	﹤0.01%	1096
2020 Q3	$1.7K	Buy	+7	New	+$1.81K	﹤0.01%	1085

Other funds holding SPOT

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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

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

Sutton Wealth Advisors's SPOT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Spotify (SPOT) position steady in Q3 2023 at 29 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Sutton Wealth Advisors first reported a position in SPOT in Q3 2020 and has held it in 12 quarters since. The position peaked at $4.66K in Q2 2023. 554 funds tracked by Wall St. Rank hold SPOT as of Q3 2023.

Sutton Wealth Advisors held 29 shares of Spotify worth $4.49K as of Q3 2023.
Sutton Wealth Advisors left its Spotify share count unchanged in Q3 2023.
Spotify made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #606 holding.
Sutton Wealth Advisors first reported a position in Spotify in Q3 2020 and has held it in 12 quarters since.
Sutton Wealth Advisors's Spotify position peaked at $4.66K in Q2 2023.
554 funds tracked by Wall St. Rank held Spotify as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.