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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

CFM Wealth Partners's SPT Position: Q2 2024 in Review

CFM Wealth Partners sold out of Sprout Social (SPT) in Q2 2024, closing a stake of 12,203 shares — an estimated $729K sold.

CFM Wealth Partners first reported a position in SPT in Q4 2020 and held it in 14 quarters. The position peaked at $4.38M in Q3 2021. 222 funds tracked by Wall St. Rank hold SPT as of Q2 2024.

CFM Wealth Partners reported no remaining Sprout Social position as of Q2 2024 after selling out during the quarter.
CFM Wealth Partners sold 12,203 Sprout Social shares in Q2 2024, an estimated $729K.
CFM Wealth Partners first reported a position in Sprout Social in Q4 2020 and held it in 14 quarters.
CFM Wealth Partners's Sprout Social position peaked at $4.38M in Q3 2021.
222 funds tracked by Wall St. Rank held Sprout Social as of Q2 2024.

Based on CFM Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.