CWP
SPT icon

CFM Wealth Partners’s Sprout Social SPT Stock Holding History

CFM Wealth Partners’s Portfolio SPT Stock Details SPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,203
Closed -$729K – 154
2024
Q1 		$729K Sell
12,203
-9,550
-44% -$580K 0.15% 86
2023
Q4 		$1.34M Sell
21,753
-171
-0.8% -$9.02K 0.3% 68
2023
Q3 		$1.09M Sell
21,924
-8,060
-27% -$404K 0.29% 64
2023
Q2 		$1.38M Sell
29,984
-3,403
-10% -$162K 0.34% 66
2023
Q1 		$2.03M Hold
33,387
– – 0.55% 52
2022
Q4 		$1.89M Hold
33,387
– – 0.56% 51
2022
Q3 		$2.03M Sell
33,387
-2,116
-6% -$127K 0.65% 45
2022
Q2 		$2.06M Sell
35,503
-1,279
-3% -$74.3K 0.62% 45
2022
Q1 		$2.95M Sell
36,782
-711
-2% -$48.7K 0.71% 35
2021
Q4 		$3.26M Buy
37,493
+1,565
+4% +$177K 0.73% 37
2021
Q3 		$4.38M Buy
35,928
+2,253
+7% +$245K 1.1% 23
2021
Q2 		$3.01M Buy
33,675
+1,208
+4% +$83.7K 0.8% 33
2021
Q1 		$1.88M Buy
32,467
+538
+2% +$33.7K 0.57% 46
2020
Q4 		$1.45M Buy
+31,929
New +$1.52M 0.46% 54

Other funds holding SPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return