CWS
SPT icon

Confluence Wealth Services’s Sprout Social SPT Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-56
Closed -$5K – 1024
2021
Q4 		$5K Buy
+56
New +$6.35K ﹤0.01% 1061

Other funds holding SPT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Confluence Wealth Services's SPT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Sprout Social (SPT) in Q1 2022, closing a stake of 56 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in SPT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 279 funds tracked by Wall St. Rank hold SPT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Sprout Social position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 56 Sprout Social shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Sprout Social in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Sprout Social position peaked at $5K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Sprout Social as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.