Private Wealth Management Group’s CXApp CXAI Stock Holding History

Private Wealth Management Group’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 Q1	–	Sell	-770	Closed	-$994	–	1519
2023 Q4	$994	Buy	+770	New	+$1.1K	﹤0.01%	1274

Other funds holding CXAI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Management Group's CXAI Position: Q1 2024 in Review

Private Wealth Management Group sold out of CXApp (CXAI) in Q1 2024, closing a stake of 770 shares — an estimated $994 sold.

Private Wealth Management Group first reported a position in CXAI in Q4 2023 and held it in 1 quarter. The position peaked at $994 in Q4 2023. 41 funds tracked by Wall St. Rank hold CXAI as of Q1 2024.

Private Wealth Management Group reported no remaining CXApp position as of Q1 2024 after selling out during the quarter.
Private Wealth Management Group sold 770 CXApp shares in Q1 2024, an estimated $994.
Private Wealth Management Group first reported a position in CXApp in Q4 2023 and held it in 1 quarter.
Private Wealth Management Group's CXApp position peaked at $994 in Q4 2023.
41 funds tracked by Wall St. Rank held CXApp as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.