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BCWM
Bartlett & Co Wealth Management’s
Sprout Social
SPT
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
SPT Stock Details
SPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$74
Sell
11
-20
-65%
-$154
﹤0.01%
1268
2025
Q4
$349
Hold
31
–
–
﹤0.01%
1179
2025
Q3
$401
Hold
31
–
–
﹤0.01%
1143
2025
Q2
$648
Hold
31
–
–
﹤0.01%
1160
2025
Q1
$682
Sell
31
-785
-96%
-$22.8K
﹤0.01%
1134
2024
Q4
$25.1K
Sell
816
-75
-8%
-$2.25K
﹤0.01%
772
2024
Q3
$25.9K
Sell
891
-50
-5%
-$1.63K
﹤0.01%
772
2024
Q2
$33.6K
Hold
941
–
–
﹤0.01%
738
2024
Q1
$56.2K
Sell
941
-15
-2%
-$911
﹤0.01%
645
2023
Q4
$60.3K
Buy
956
+725
+314%
+$38.2K
﹤0.01%
664
2023
Q3
$11.5K
Hold
231
–
–
﹤0.01%
913
2023
Q2
$10.7K
Hold
231
–
–
﹤0.01%
918
2023
Q1
$14.1K
Hold
231
–
–
﹤0.01%
774
2022
Q4
$13K
Hold
231
–
–
﹤0.01%
790
2022
Q3
$14K
Sell
231
-48
-17%
-$2.89K
﹤0.01%
770
2022
Q2
$16.2K
Buy
279
+48
+21%
+$2.79K
﹤0.01%
774
2022
Q1
$18.5K
Buy
+231
New
+$15.8K
﹤0.01%
741
2021
Q4
–
Sell
-26
Closed
-$3.17K
–
814
2021
Q3
$3.17K
Hold
26
–
–
﹤0.01%
821
2021
Q2
$2.33K
Buy
26
+10
+63%
+$693
﹤0.01%
833
2021
Q1
$924
Buy
+16
New
+$1K
﹤0.01%
990
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1-Year Est. Return
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$1.91T AUM
TCM
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$605M AUM
26.24%
1-Year Est. Return
AA
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$459M AUM
52.34%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
LP
LB Partners
Charlottesville, Virginia
$112M AUM
11%
1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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