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Compass Financial Advisors’s Sprout Social SPT Stock Holding History

Compass Financial 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
-14,206
Closed -$865K – 94
2023
Q1 		$865K Sell
14,206
-155
-1% -$9.49K 1.1% 28
2022
Q4 		$811K Buy
14,361
+310
+2% +$18.2K 1.09% 26
2022
Q3 		$853K Sell
14,051
-700
-5% -$42.1K 1.27% 21
2022
Q2 		$857K Buy
14,751
+138
+0.9% +$8.02K 1.17% 25
2022
Q1 		$1.17M Buy
14,613
+2,846
+24% +$195K 1.29% 17
2021
Q4 		$1.07M Buy
+11,767
New +$1.33M 1.18% 15

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Compass Financial Advisors's SPT Position: Q2 2023 in Review

Compass Financial Advisors sold out of Sprout Social (SPT) in Q2 2023, closing a stake of 14,206 shares — an estimated $865K sold.

Compass Financial Advisors first reported a position in SPT in Q4 2021 and held it in 6 quarters. The position peaked at $1.17M in Q1 2022. 261 funds tracked by Wall St. Rank hold SPT as of Q2 2023.

  • Compass Financial Advisors reported no remaining Sprout Social position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 14,206 Sprout Social shares in Q2 2023, an estimated $865K.
  • Compass Financial Advisors first reported a position in Sprout Social in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Sprout Social position peaked at $1.17M in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Sprout Social as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.