Institutional & Family Asset Management’s Sprout Social SPT Stock Holding History

Institutional & Family Asset Management’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 Q2	$428	Hold	12	–	–	﹤0.01%	706
2024 Q1	$717	Hold	12	–	–	﹤0.01%	668
2023 Q4	$737	Hold	12	–	–	﹤0.01%	641
2023 Q3	$599	Hold	12	–	–	﹤0.01%	652
2023 Q2	$554	Hold	12	–	–	﹤0.01%	673
2023 Q1	$731	Sell	12 -1	-8%	-$61	﹤0.01%	650
2022 Q4	$734	Hold	13	–	–	﹤0.01%	629
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	677
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	696
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	730
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	761
2021 Q3	$2K	Sell	13 -8	-38%	-$869	﹤0.01%	796
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	841
2021 Q1	$1K	Buy	+21	New	+$1.32K	﹤0.01%	896

Other funds holding SPT

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Institutional & Family Asset Management's SPT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Sprout Social (SPT) position steady in Q2 2024 at 12 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Institutional & Family Asset Management first reported a position in SPT in Q1 2021 and has held it in 14 quarters since. The position peaked at $2K in Q3 2021. 222 funds tracked by Wall St. Rank hold SPT as of Q2 2024.

Institutional & Family Asset Management held 12 shares of Sprout Social worth $428 as of Q2 2024.
Institutional & Family Asset Management left its Sprout Social share count unchanged in Q2 2024.
Sprout Social made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #706 holding.
Institutional & Family Asset Management first reported a position in Sprout Social in Q1 2021 and has held it in 14 quarters since.
Institutional & Family Asset Management's Sprout Social position peaked at $2K in Q3 2021.
222 funds tracked by Wall St. Rank held Sprout Social as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.