Atria Wealth Solutions
SPT icon

Atria Wealth Solutions’s Sprout Social SPT Stock Holding History

Atria Wealth Solutions’s Portfolio SPT Stock Details SPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,390
Closed -$208K – 2057
2023
Q4 		$208K Sell
3,390
-1,264
-27% -$66.7K ﹤0.01% 1749
2023
Q3 		$232K Buy
4,654
+208
+5% +$10.4K ﹤0.01% 1586
2023
Q2 		$205K Buy
4,446
+286
+7% +$13.6K ﹤0.01% 1684
2023
Q1 		$253K Hold
4,160
– – ﹤0.01% 1520
2022
Q4 		$235K Sell
4,160
-776
-16% -$45.5K ﹤0.01% 1508
2022
Q3 		$300K Sell
4,936
-51
-1% -$3.07K 0.01% 1300
2022
Q2 		$290K Sell
4,987
-3,717
-43% -$216K 0.01% 1229
2022
Q1 		$697K Buy
+8,704
New +$596K 0.01% 896

Other funds holding SPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Granahan Investment Management
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Atria Wealth Solutions's SPT Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Sprout Social (SPT) in Q1 2024, closing a stake of 3,390 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in SPT in Q1 2022 and held it in 8 quarters. The position peaked at $697K in Q1 2022. 253 funds tracked by Wall St. Rank hold SPT as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Sprout Social position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,390 Sprout Social shares in Q1 2024, an estimated $208K.
  • Atria Wealth Solutions first reported a position in Sprout Social in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Sprout Social position peaked at $697K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Sprout Social as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.