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Endowment Wealth Management’s Sprinklr CXM Stock Holding History

Endowment 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
2022
Q4 		– Sell
-70,000
Closed -$645K – 133
2022
Q3 		$645K Hold
70,000
– – 0.78% 27
2022
Q2 		$708K Buy
+70,000
New +$850K 0.85% 24

Other funds holding CXM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Endowment Wealth Management's CXM Position: Q4 2022 in Review

Endowment Wealth Management sold out of Sprinklr (CXM) in Q4 2022, closing a stake of 70,000 shares — an estimated $645K sold.

Endowment Wealth Management first reported a position in CXM in Q2 2022 and held it in 2 quarters. The position peaked at $708K in Q2 2022. 126 funds tracked by Wall St. Rank hold CXM as of Q4 2022.

  • Endowment Wealth Management reported no remaining Sprinklr position as of Q4 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 70,000 Sprinklr shares in Q4 2022, an estimated $645K.
  • Endowment Wealth Management first reported a position in Sprinklr in Q2 2022 and held it in 2 quarters.
  • Endowment Wealth Management's Sprinklr position peaked at $708K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held Sprinklr as of Q4 2022.

Based on Endowment Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.