Avalon Investment & Advisory’s Sprout Social SPT Stock Holding History

Avalon Investment & Advisory’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
2023 Q1	$459K	Buy	7,539 +211	+3%	+$12.9K	0.01%	258
2022 Q4	$414K	Buy	7,328 +1,733	+31%	+$102K	0.01%	264
2022 Q3	$340K	Hold	5,595	–	–	0.01%	254
2022 Q2	$325K	Hold	5,595	–	–	0.01%	265
2022 Q1	$448K	Buy	+5,595	New	+$383K	0.01%	250
2021 Q4	–	Sell	-14,502	Closed	-$1.77M	–	336
2021 Q3	$1.77M	Buy	+14,502	New	+$1.57M	0.04%	199

Other funds holding SPT

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avalon Investment & Advisory's SPT Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Sprout Social (SPT) stake by 2.9% in Q1 2023, buying an estimated $12.9K and bringing the position to 7,539 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #258.

Avalon Investment & Advisory first reported a position in SPT in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.77M in Q3 2021. 280 funds tracked by Wall St. Rank hold SPT as of Q1 2023.

Avalon Investment & Advisory held 7,539 shares of Sprout Social worth $459K as of Q1 2023.
Avalon Investment & Advisory bought 211 Sprout Social shares in Q1 2023, an estimated $12.9K.
Sprout Social made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #258 holding.
Avalon Investment & Advisory first reported a position in Sprout Social in Q3 2021 and has held it in 6 quarters since.
Avalon Investment & Advisory's Sprout Social position peaked at $1.77M in Q3 2021.
280 funds tracked by Wall St. Rank held Sprout Social as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.