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Concourse Financial Group Securities’s Sprinklr CXM Stock Holding History

Concourse Financial Group Securities’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,503
Closed -$22K – 2275
2024
Q2 		$24.1K Buy
2,503
+132
+6% +$1.48K ﹤0.01% 1456
2024
Q1 		$29.1K Buy
2,371
+197
+9% +$2.51K ﹤0.01% 1396
2023
Q4 		$26.2K Buy
+2,174
New +$29.8K ﹤0.01% 1396

Other funds holding CXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Concourse Financial Group Securities's CXM Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Sprinklr (CXM) in Q3 2024, closing a stake of 2,503 shares — an estimated $22K sold.

Concourse Financial Group Securities first reported a position in CXM in Q4 2023 and held it in 3 quarters. The position peaked at $29.1K in Q1 2024. 191 funds tracked by Wall St. Rank hold CXM as of Q3 2024.

  • Concourse Financial Group Securities reported no remaining Sprinklr position as of Q3 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,503 Sprinklr shares in Q3 2024, an estimated $22K.
  • Concourse Financial Group Securities first reported a position in Sprinklr in Q4 2023 and held it in 3 quarters.
  • Concourse Financial Group Securities's Sprinklr position peaked at $29.1K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Sprinklr as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.