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Primoris Wealth Advisors’s Sprout Social SPT Stock Holding History

Primoris Wealth 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
2022
Q2 		– Sell
-5,209
Closed -$417K – 86
2022
Q1 		$417K Sell
5,209
-2,760
-35% -$189K 0.39% 50
2021
Q4 		$655K Buy
+7,969
New +$903K 0.53% 47

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Primoris Wealth Advisors's SPT Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Sprout Social (SPT) in Q2 2022, closing a stake of 5,209 shares — an estimated $417K sold.

Primoris Wealth Advisors first reported a position in SPT in Q4 2021 and held it in 2 quarters. The position peaked at $655K in Q4 2021. 254 funds tracked by Wall St. Rank hold SPT as of Q2 2022.

  • Primoris Wealth Advisors reported no remaining Sprout Social position as of Q2 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 5,209 Sprout Social shares in Q2 2022, an estimated $417K.
  • Primoris Wealth Advisors first reported a position in Sprout Social in Q4 2021 and held it in 2 quarters.
  • Primoris Wealth Advisors's Sprout Social position peaked at $655K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Sprout Social as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.