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Mount Yale Investment Advisors’s Sprout Social SPT Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-4,235
Closed -$253K – 579
2024
Q1 		$253K Buy
+4,235
New +$257K 0.02% 485
2023
Q2 		– Sell
-4,146
Closed -$252K – 511
2023
Q1 		$252K Buy
+4,146
New +$254K 0.03% 419

Other funds holding SPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
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

Mount Yale Investment Advisors's SPT Position: Q2 2024 in Review

Mount Yale Investment Advisors sold out of Sprout Social (SPT) in Q2 2024, closing a stake of 4,235 shares — an estimated $253K sold.

Mount Yale Investment Advisors first reported a position in SPT in Q1 2023 and held it in 2 quarters. The position peaked at $253K in Q1 2024. 222 funds tracked by Wall St. Rank hold SPT as of Q2 2024.

  • Mount Yale Investment Advisors reported no remaining Sprout Social position as of Q2 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,235 Sprout Social shares in Q2 2024, an estimated $253K.
  • Mount Yale Investment Advisors first reported a position in Sprout Social in Q1 2023 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Sprout Social position peaked at $253K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Sprout Social as of Q2 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.