TWA
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TCI Wealth Advisors’s Spotify SPOT Stock Holding History

TCI 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
Q2 		– Sell
-274
Closed -$36.6K – 1959
2023
Q1 		$36.6K Buy
274
+2
+0.7% +$229 ﹤0.01% 507
2022
Q4 		$21.5K Buy
272
+251
+1,195% +$20.2K ﹤0.01% 670
2022
Q3 		$2K Sell
21
-53
-72% -$5.67K ﹤0.01% 1991
2022
Q2 		$7K Buy
74
+50
+208% +$5.64K ﹤0.01% 1284
2022
Q1 		$4K Hold
24
– – ﹤0.01% 1787
2021
Q4 		$6K Sell
24
-24
-50% -$6K ﹤0.01% 1573
2021
Q3 		$11K Buy
48
+24
+100% +$5.66K ﹤0.01% 1056
2021
Q2 		$7K Sell
24
-19
-44% -$4.82K ﹤0.01% 1239
2021
Q1 		$12K Buy
43
+21
+95% +$6.55K 0.01% 772
2020
Q4 		$7K Sell
22
-6
-21% -$1.69K ﹤0.01% 770
2020
Q3 		$7K Buy
28
+6
+27% +$1.55K ﹤0.01% 686
2020
Q2 		$6K Sell
22
-31
-58% -$5.32K ﹤0.01% 702
2020
Q1 		$6K Sell
53
-18
-25% -$2.55K ﹤0.01% 687
2019
Q4 		$11K Buy
+71
New +$9.75K ﹤0.01% 693

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
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

TCI Wealth Advisors's SPOT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Spotify (SPOT) in Q2 2023, closing a stake of 274 shares — an estimated $36.6K sold.

TCI Wealth Advisors first reported a position in SPOT in Q4 2019 and held it in 14 quarters. The position peaked at $36.6K in Q1 2023. 570 funds tracked by Wall St. Rank hold SPOT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Spotify position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 274 Spotify shares in Q2 2023, an estimated $36.6K.
  • TCI Wealth Advisors first reported a position in Spotify in Q4 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Spotify position peaked at $36.6K in Q1 2023.
  • 570 funds tracked by Wall St. Rank held Spotify as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.