CRWM
CXM icon

Castle Rock Wealth Management’s Sprinklr CXM Stock Holding History

Castle Rock 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
2022
Q2 		– Sell
-14,476
Closed -$197K – 220
2022
Q1 		$197K Sell
14,476
-4,123
-22% -$49.8K 0.09% 231
2021
Q4 		$200K Buy
18,599
+77
+0.4% +$1.26K 0.08% 238
2021
Q3 		$341K Buy
18,522
+169
+0.9% +$3.15K 0.12% 183
2021
Q2 		$354K Buy
+18,353
New +$384K 0.13% 184

Other funds holding CXM

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Vanguard Group
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
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Castle Rock Wealth Management's CXM Position: Q2 2022 in Review

Castle Rock Wealth Management sold out of Sprinklr (CXM) in Q2 2022, closing a stake of 14,476 shares — an estimated $197K sold.

Castle Rock Wealth Management first reported a position in CXM in Q2 2021 and held it in 4 quarters. The position peaked at $354K in Q2 2021. 102 funds tracked by Wall St. Rank hold CXM as of Q2 2022.

  • Castle Rock Wealth Management reported no remaining Sprinklr position as of Q2 2022 after selling out during the quarter.
  • Castle Rock Wealth Management sold 14,476 Sprinklr shares in Q2 2022, an estimated $197K.
  • Castle Rock Wealth Management first reported a position in Sprinklr in Q2 2021 and held it in 4 quarters.
  • Castle Rock Wealth Management's Sprinklr position peaked at $354K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Sprinklr as of Q2 2022.

Based on Castle Rock Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.