Brown Wealth Management’s CXApp CXAI Stock Holding History

Brown Wealth Management’s Portfolio CXAI Stock Details CXAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-400	Closed	-$40.4K	–	91
2024 Q2	$40.4K	Buy	+400	New	+$65.8K	0.02%	86

Other funds holding CXAI

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return

Brown Wealth Management's CXAI Position: Q3 2024 in Review

Brown Wealth Management sold out of CXApp (CXAI) in Q3 2024, closing a stake of 400 shares — an estimated $40.4K sold.

Brown Wealth Management first reported a position in CXAI in Q2 2024 and held it in 1 quarter. The position peaked at $40.4K in Q2 2024. 27 funds tracked by Wall St. Rank hold CXAI as of Q3 2024.

Brown Wealth Management reported no remaining CXApp position as of Q3 2024 after selling out during the quarter.
Brown Wealth Management sold 400 CXApp shares in Q3 2024, an estimated $40.4K.
Brown Wealth Management first reported a position in CXApp in Q2 2024 and held it in 1 quarter.
Brown Wealth Management's CXApp position peaked at $40.4K in Q2 2024.
27 funds tracked by Wall St. Rank held CXApp as of Q3 2024.

Based on Brown Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.