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Cherry Tree Wealth Management’s SPS Commerce SPSC Stock Holding History

Cherry Tree Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19
Closed -$3.68K – 621
2023
Q4 		$3.68K Hold
19
– – ﹤0.01% 455
2023
Q3 		$3.24K Hold
19
– – ﹤0.01% 451
2023
Q2 		$3.65K Buy
+19
New +$3.07K ﹤0.01% 441

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Cherry Tree Wealth Management's SPSC Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of SPS Commerce (SPSC) in Q1 2024, closing a stake of 19 shares — an estimated $3.68K sold.

Cherry Tree Wealth Management first reported a position in SPSC in Q2 2023 and held it in 3 quarters. The position peaked at $3.68K in Q4 2023. 424 funds tracked by Wall St. Rank hold SPSC as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining SPS Commerce position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 19 SPS Commerce shares in Q1 2024, an estimated $3.68K.
  • Cherry Tree Wealth Management first reported a position in SPS Commerce in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's SPS Commerce position peaked at $3.68K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.