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LifeSteps Financial’s Sprinklr CXM Stock Holding History

LifeSteps Financial’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
2024
Q2 		– Sell
-50
Closed -$614 – 153
2024
Q1 		$614 Buy
+50
New +$637 ﹤0.01% 420

Other funds holding CXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

LifeSteps Financial's CXM Position: Q2 2024 in Review

LifeSteps Financial sold out of Sprinklr (CXM) in Q2 2024, closing a stake of 50 shares — an estimated $614 sold.

LifeSteps Financial first reported a position in CXM in Q1 2024 and held it in 1 quarter. The position peaked at $614 in Q1 2024. 198 funds tracked by Wall St. Rank hold CXM as of Q2 2024.

  • LifeSteps Financial reported no remaining Sprinklr position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 50 Sprinklr shares in Q2 2024, an estimated $614.
  • LifeSteps Financial first reported a position in Sprinklr in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's Sprinklr position peaked at $614 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Sprinklr as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.