Avior Wealth Management’s Sprinklr CXM Stock Holding History

Avior 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
2024 Q2	–	Sell	-20	Closed	-$245	–	2623
2024 Q1	$245	Buy	+20	New	+$255	﹤0.01%	2792

Other funds holding CXM

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

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

BMC

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

HFCII

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

CCM

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

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

SSP

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

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Avior Wealth Management's CXM Position: Q2 2024 in Review

Avior Wealth Management sold out of Sprinklr (CXM) in Q2 2024, closing a stake of 20 shares — an estimated $245 sold.

Avior Wealth Management first reported a position in CXM in Q1 2024 and held it in 1 quarter. The position peaked at $245 in Q1 2024. 198 funds tracked by Wall St. Rank hold CXM as of Q2 2024.

Avior Wealth Management reported no remaining Sprinklr position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 20 Sprinklr shares in Q2 2024, an estimated $245.
Avior Wealth Management first reported a position in Sprinklr in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Sprinklr position peaked at $245 in Q1 2024.
198 funds tracked by Wall St. Rank held Sprinklr as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.