HCR Wealth Advisors’s CXApp CXAI Stock Holding History

HCR Wealth Advisors’s Portfolio CXAI Stock Details CXAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$24.5K	–	224
2024 Q1	$24.5K	Buy	+200	New	+$17.2K	﹤0.01%	221

Other funds holding CXAI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HCR Wealth Advisors's CXAI Position: Q2 2024 in Review

HCR Wealth Advisors sold out of CXApp (CXAI) in Q2 2024, closing a stake of 200 shares — an estimated $24.5K sold.

HCR Wealth Advisors first reported a position in CXAI in Q1 2024 and held it in 1 quarter. The position peaked at $24.5K in Q1 2024. 35 funds tracked by Wall St. Rank hold CXAI as of Q2 2024.

HCR Wealth Advisors reported no remaining CXApp position as of Q2 2024 after selling out during the quarter.
HCR Wealth Advisors sold 200 CXApp shares in Q2 2024, an estimated $24.5K.
HCR Wealth Advisors first reported a position in CXApp in Q1 2024 and held it in 1 quarter.
HCR Wealth Advisors's CXApp position peaked at $24.5K in Q1 2024.
35 funds tracked by Wall St. Rank held CXApp as of Q2 2024.

Based on HCR Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.