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Simplicity Wealth’s Sprinklr CXM Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-15,432
Closed -$148K – 654
2024
Q2 		$148K Buy
+15,432
New +$172K ﹤0.01% 1141

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
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
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
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Simplicity Wealth's CXM Position: Q3 2024 in Review

Simplicity Wealth sold out of Sprinklr (CXM) in Q3 2024, closing a stake of 15,432 shares — an estimated $148K sold.

Simplicity Wealth first reported a position in CXM in Q2 2024 and held it in 1 quarter. The position peaked at $148K in Q2 2024. 191 funds tracked by Wall St. Rank hold CXM as of Q3 2024.

  • Simplicity Wealth reported no remaining Sprinklr position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,432 Sprinklr shares in Q3 2024, an estimated $148K.
  • Simplicity Wealth first reported a position in Sprinklr in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Sprinklr position peaked at $148K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Sprinklr as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.