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Long Island Wealth Management’s Sprinklr CXM Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-827
Closed -$10K – 148
2023
Q4 		$10K Buy
+827
New +$11.4K 0.01% 209

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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
HFCII
H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Long Island Wealth Management's CXM Position: Q1 2024 in Review

Long Island Wealth Management sold out of Sprinklr (CXM) in Q1 2024, closing a stake of 827 shares — an estimated $10K sold.

Long Island Wealth Management first reported a position in CXM in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 206 funds tracked by Wall St. Rank hold CXM as of Q1 2024.

  • Long Island Wealth Management reported no remaining Sprinklr position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 827 Sprinklr shares in Q1 2024, an estimated $10K.
  • Long Island Wealth Management first reported a position in Sprinklr in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Sprinklr position peaked at $10K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Sprinklr as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.