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Tyler-Stone Wealth Management’s Spotify SPOT Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-55
Closed -$17.3K – 858
2024
Q2 		$17.3K Hold
55
– – 0.01% 549
2024
Q1 		$14.5K Sell
55
-20
-27% -$4.7K 0.01% 586
2023
Q4 		$14.1K Hold
75
– – 0.01% 571
2023
Q3 		$12K Hold
75
– – 0.01% 574
2023
Q2 		$12K Buy
+75
New +$10.9K 0.01% 580
2022
Q1 		– Sell
-47
Closed -$11K – 940
2021
Q4 		$11K Buy
+47
New +$11.8K 0.01% 602

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Tyler-Stone Wealth Management's SPOT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Spotify (SPOT) in Q3 2024, closing a stake of 55 shares — an estimated $17.3K sold.

Tyler-Stone Wealth Management first reported a position in SPOT in Q4 2021 and held it in 6 quarters. The position peaked at $17.3K in Q2 2024. 909 funds tracked by Wall St. Rank hold SPOT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Spotify position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 55 Spotify shares in Q3 2024, an estimated $17.3K.
  • Tyler-Stone Wealth Management first reported a position in Spotify in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Spotify position peaked at $17.3K in Q2 2024.
  • 909 funds tracked by Wall St. Rank held Spotify as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.