Sonoma Private Wealth’s Sprinklr CXM Stock Holding History

Sonoma Private 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
2023 Q1	–	Sell	-37,795	Closed	-$309K	–	72
2022 Q4	$309K	Buy	+37,795	New	+$327K	0.68%	52

Other funds holding CXM

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

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

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

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

Untitled Investments New York $269M AUM 11.35% 1-Year Est. Return

Sonoma Private Wealth's CXM Position: Q1 2023 in Review

Sonoma Private Wealth sold out of Sprinklr (CXM) in Q1 2023, closing a stake of 37,795 shares — an estimated $309K sold.

Sonoma Private Wealth first reported a position in CXM in Q4 2022 and held it in 1 quarter. The position peaked at $309K in Q4 2022. 142 funds tracked by Wall St. Rank hold CXM as of Q1 2023.

Sonoma Private Wealth reported no remaining Sprinklr position as of Q1 2023 after selling out during the quarter.
Sonoma Private Wealth sold 37,795 Sprinklr shares in Q1 2023, an estimated $309K.
Sonoma Private Wealth first reported a position in Sprinklr in Q4 2022 and held it in 1 quarter.
Sonoma Private Wealth's Sprinklr position peaked at $309K in Q4 2022.
142 funds tracked by Wall St. Rank held Sprinklr as of Q1 2023.

Based on Sonoma Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.