Axxcess Wealth Management’s Sprinklr CXM Stock Holding History

Axxcess 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 Q2	–	Sell	-381,446	Closed	-$4.94M	–	617
2023 Q1	$4.94M	Sell	381,446 -26,852	-7%	-$272K	0.37%	61
2022 Q4	$3.34M	Sell	408,298 -13,454	-3%	-$116K	0.28%	80
2022 Q3	$3.89M	Hold	421,752	–	–	0.37%	62
2022 Q2	$4.26M	Hold	421,752	–	–	0.39%	59
2022 Q1	$5.02M	Buy	421,752 +126,525	+43%	+$1.53M	0.39%	55
2021 Q4	$4.68M	Buy	+295,227	New	+$4.82M	0.34%	58

Other funds holding CXM

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

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

CCM

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

SSP

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

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

PIMC

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

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

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

Axxcess Wealth Management's CXM Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Sprinklr (CXM) in Q2 2023, closing a stake of 381,446 shares — an estimated $4.94M sold.

Axxcess Wealth Management first reported a position in CXM in Q4 2021 and held it in 6 quarters. The position peaked at $5.02M in Q1 2022. 181 funds tracked by Wall St. Rank hold CXM as of Q2 2023.

Axxcess Wealth Management reported no remaining Sprinklr position as of Q2 2023 after selling out during the quarter.
Axxcess Wealth Management sold 381,446 Sprinklr shares in Q2 2023, an estimated $4.94M.
Axxcess Wealth Management first reported a position in Sprinklr in Q4 2021 and held it in 6 quarters.
Axxcess Wealth Management's Sprinklr position peaked at $5.02M in Q1 2022.
181 funds tracked by Wall St. Rank held Sprinklr as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.