Corient Private Wealth
SPNS

Corient Private Wealth’s Sapiens International SPNS Stock Holding History

Corient Private Wealth’s Portfolio SPNS Stock Details SPNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-54,062
Closed -$2.01M – 2520
2024
Q3 		$2.01M Buy
54,062
+9,045
+20% +$330K ﹤0.01% 1092
2024
Q2 		$1.53M Sell
45,017
-8,206
-15% -$268K ﹤0.01% 1151
2024
Q1 		$1.71M Buy
+53,223
New +$1.54M ﹤0.01% 1096

Other funds holding SPNS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Corient Private Wealth's SPNS Position: Q4 2024 in Review

Corient Private Wealth sold out of Sapiens International (SPNS) in Q4 2024, closing a stake of 54,062 shares — an estimated $2.01M sold.

Corient Private Wealth first reported a position in SPNS in Q1 2024 and held it in 3 quarters. The position peaked at $2.01M in Q3 2024. 169 funds tracked by Wall St. Rank hold SPNS as of Q4 2024.

  • Corient Private Wealth reported no remaining Sapiens International position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 54,062 Sapiens International shares in Q4 2024, an estimated $2.01M.
  • Corient Private Wealth first reported a position in Sapiens International in Q1 2024 and held it in 3 quarters.
  • Corient Private Wealth's Sapiens International position peaked at $2.01M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Sapiens International as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.