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Dakota Wealth Management’s Sprinklr CXM Stock Holding History

Dakota Wealth Management’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
-12,062
Closed -$116K – 740
2024
Q2 		$116K Sell
12,062
-457
-4% -$5.11K ﹤0.01% 697
2024
Q1 		$154K Buy
+12,519
New +$159K ﹤0.01% 688

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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

Dakota Wealth Management's CXM Position: Q3 2024 in Review

Dakota Wealth Management sold out of Sprinklr (CXM) in Q3 2024, closing a stake of 12,062 shares — an estimated $116K sold.

Dakota Wealth Management first reported a position in CXM in Q1 2024 and held it in 2 quarters. The position peaked at $154K in Q1 2024. 191 funds tracked by Wall St. Rank hold CXM as of Q3 2024.

  • Dakota Wealth Management reported no remaining Sprinklr position as of Q3 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 12,062 Sprinklr shares in Q3 2024, an estimated $116K.
  • Dakota Wealth Management first reported a position in Sprinklr in Q1 2024 and held it in 2 quarters.
  • Dakota Wealth Management's Sprinklr position peaked at $154K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Sprinklr as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.