AE Wealth Management’s Sprinklr CXM Stock Holding History

AE Wealth Management’s Portfolio CXM Stock Details CXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-36,548	Closed	-$506K	–	2075
2023 Q3	$506K	Buy	+36,548	New	+$523K	﹤0.01%	1378

Other funds holding CXM

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HFCII

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

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

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

AE Wealth Management's CXM Position: Q4 2023 in Review

AE Wealth Management sold out of Sprinklr (CXM) in Q4 2023, closing a stake of 36,548 shares — an estimated $506K sold.

AE Wealth Management first reported a position in CXM in Q3 2023 and held it in 1 quarter. The position peaked at $506K in Q3 2023. 205 funds tracked by Wall St. Rank hold CXM as of Q4 2023.

AE Wealth Management reported no remaining Sprinklr position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 36,548 Sprinklr shares in Q4 2023, an estimated $506K.
AE Wealth Management first reported a position in Sprinklr in Q3 2023 and held it in 1 quarter.
AE Wealth Management's Sprinklr position peaked at $506K in Q3 2023.
205 funds tracked by Wall St. Rank held Sprinklr as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.