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VisionPoint Advisory Group’s Spotify SPOT Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-8
Closed -$2.51K – 702
2024
Q2 		$2.51K Buy
+8
New +$2.41K ﹤0.01% 643

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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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

VisionPoint Advisory Group's SPOT Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Spotify (SPOT) in Q3 2024, closing a stake of 8 shares — an estimated $2.51K sold.

VisionPoint Advisory Group first reported a position in SPOT in Q2 2024 and held it in 1 quarter. The position peaked at $2.51K in Q2 2024. 909 funds tracked by Wall St. Rank hold SPOT as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Spotify position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8 Spotify shares in Q3 2024, an estimated $2.51K.
  • VisionPoint Advisory Group first reported a position in Spotify in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Spotify position peaked at $2.51K in Q2 2024.
  • 909 funds tracked by Wall St. Rank held Spotify as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.