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WR Wealth Planners’s Spotify SPOT Stock Holding History

WR Wealth Planners’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
Q4 		$5.37K Buy
12
+9
+300% +$3.85K ﹤0.01% 685
2024
Q3 		$1.11K Hold
3
– – ﹤0.01% 964
2024
Q2 		$941 Hold
3
– – ﹤0.01% 962
2024
Q1 		$792 Buy
+3
New +$705 ﹤0.01% 992

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's SPOT Position: Q4 2024 in Review

WR Wealth Planners increased its Spotify (SPOT) stake by 300% in Q4 2024, buying an estimated $3.85K and bringing the position to 12 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

WR Wealth Planners first reported a position in SPOT in Q1 2024 and has held it in 4 quarters since. 1,062 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • WR Wealth Planners held 12 shares of Spotify worth $5.37K as of Q4 2024.
  • WR Wealth Planners bought 9 Spotify shares in Q4 2024, an estimated $3.85K.
  • Spotify made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #685 holding.
  • WR Wealth Planners first reported a position in Spotify in Q1 2024 and has held it in 4 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.