CM Wealth Advisors’s Sprout Social SPT Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-20,560	Closed	-$1.05M	–	387
2023 Q1	$1.05M	Buy	+20,560	New	+$1.26M	0.2%	151

Other funds holding SPT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

CM Wealth Advisors's SPT Position: Q2 2023 in Review

CM Wealth Advisors sold out of Sprout Social (SPT) in Q2 2023, closing a stake of 20,560 shares — an estimated $1.05M sold.

CM Wealth Advisors first reported a position in SPT in Q1 2023 and held it in 1 quarter. The position peaked at $1.05M in Q1 2023. 261 funds tracked by Wall St. Rank hold SPT as of Q2 2023.

CM Wealth Advisors reported no remaining Sprout Social position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 20,560 Sprout Social shares in Q2 2023, an estimated $1.05M.
CM Wealth Advisors first reported a position in Sprout Social in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Sprout Social position peaked at $1.05M in Q1 2023.
261 funds tracked by Wall St. Rank held Sprout Social as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.