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Glassman Wealth Services’s Sprinklr CXM Stock Holding History

Glassman Wealth Services’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
2021
Q3 		– Sell
-500
Closed -$10K – 1633
2021
Q2 		$10K Buy
+500
New +$10.5K ﹤0.01% 747

Other funds holding CXM

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Glassman Wealth Services's CXM Position: Q3 2021 in Review

Glassman Wealth Services sold out of Sprinklr (CXM) in Q3 2021, closing a stake of 500 shares — an estimated $10K sold.

Glassman Wealth Services first reported a position in CXM in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 60 funds tracked by Wall St. Rank hold CXM as of Q3 2021.

  • Glassman Wealth Services reported no remaining Sprinklr position as of Q3 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 500 Sprinklr shares in Q3 2021, an estimated $10K.
  • Glassman Wealth Services first reported a position in Sprinklr in Q2 2021 and held it in 1 quarter.
  • Glassman Wealth Services's Sprinklr position peaked at $10K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Sprinklr as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.