Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Sprout Social SPT Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q1 		– Sell
-3,948
Closed -$243K – 1648
2023
Q4 		$243K Sell
3,948
-1,060
-21% -$55.9K ﹤0.01% 1401
2023
Q3 		$250K Buy
+5,008
New +$251K ﹤0.01% 1322

Other funds holding SPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Envestnet Portfolio Solutions's SPT Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of Sprout Social (SPT) in Q1 2024, closing a stake of 3,948 shares — an estimated $243K sold.

Envestnet Portfolio Solutions first reported a position in SPT in Q3 2023 and held it in 2 quarters. The position peaked at $250K in Q3 2023. 253 funds tracked by Wall St. Rank hold SPT as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining Sprout Social position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,948 Sprout Social shares in Q1 2024, an estimated $243K.
  • Envestnet Portfolio Solutions first reported a position in Sprout Social in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Sprout Social position peaked at $250K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Sprout Social as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.