Israel Englander’s CXApp CXAI Stock Holding History

Israel Englander’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 Q3	–	Sell	-215	Closed	-$21.7K	–	6162
2024 Q2	$21.7K	Buy	+215	New	+$35.4K	﹤0.01%	5530
2023 Q4	–	Sell	-204	Closed	-$18.4K	–	6163
2023 Q3	$18.4K	Buy	+204	New	+$55.1K	﹤0.01%	5673
2022 Q4	–	Sell	-3,500	Closed	-$1.75M	–	6639
2022 Q3	$1.75M	Hold	3,500	–	–	﹤0.01%	3867
2022 Q2	$1.75M	Sell	3,500 -16,996	-83%	-$8.56M	﹤0.01%	3842
2022 Q1	$10.3M	Buy	20,496 +5,961	+41%	+$2.98M	0.01%	2135
2021 Q4	$7.26M	Sell	14,535 -202	-1%	-$101K	﹤0.01%	2511
2021 Q3	$7.32M	Hold	14,737	–	–	﹤0.01%	2429
2021 Q2	$7.26M	Buy	14,737 +737	+5%	+$364K	﹤0.01%	2289
2021 Q1	$6.87M	Buy	+14,000	New	+$7.03M	﹤0.01%	2227

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ZIG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return

Israel Englander's CXAI Position: Q3 2024 in Review

Israel Englander sold out of CXApp (CXAI) in Q3 2024, closing a stake of 215 shares — an estimated $21.7K sold.

Israel Englander first reported a position in CXAI in Q1 2021 and held it in 9 quarters. The position peaked at $10.3M in Q1 2022. 27 funds tracked by Wall St. Rank hold CXAI as of Q3 2024.

Israel Englander reported no remaining CXApp position as of Q3 2024 after selling out during the quarter.
Israel Englander sold 215 CXApp shares in Q3 2024, an estimated $21.7K.
Israel Englander first reported a position in CXApp in Q1 2021 and held it in 9 quarters.
Israel Englander's CXApp position peaked at $10.3M in Q1 2022.
27 funds tracked by Wall St. Rank held CXApp as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.