Evoke Wealth’s Sprinklr CXM Stock Holding History

Evoke Wealth’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
2023 Q3	–	Sell	-37,704	Closed	-$521K	–	379
2023 Q2	$521K	Hold	37,704	–	–	0.02%	213
2023 Q1	$489K	Hold	37,704	–	–	0.02%	217
2022 Q4	$308K	Hold	37,704	–	–	0.01%	278
2022 Q3	$348K	Buy	37,704 +28,027	+290%	+$315K	0.01%	249
2022 Q2	$98K	Buy	+9,677	New	+$117K	﹤0.01%	418

Other funds holding CXM

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

HFCII

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Evoke Wealth's CXM Position: Q3 2023 in Review

Evoke Wealth sold out of Sprinklr (CXM) in Q3 2023, closing a stake of 37,704 shares — an estimated $521K sold.

Evoke Wealth first reported a position in CXM in Q2 2022 and held it in 5 quarters. The position peaked at $521K in Q2 2023. 214 funds tracked by Wall St. Rank hold CXM as of Q3 2023.

Evoke Wealth reported no remaining Sprinklr position as of Q3 2023 after selling out during the quarter.
Evoke Wealth sold 37,704 Sprinklr shares in Q3 2023, an estimated $521K.
Evoke Wealth first reported a position in Sprinklr in Q2 2022 and held it in 5 quarters.
Evoke Wealth's Sprinklr position peaked at $521K in Q2 2023.
214 funds tracked by Wall St. Rank held Sprinklr as of Q3 2023.

Based on Evoke Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.