AWS
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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return