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SYSTM Wealth Solutions’s Sprout Social SPT Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-434
Closed -$15.5K – 549
2024
Q2 		$15.5K Sell
434
-167
-28% -$6.72K ﹤0.01% 407
2024
Q1 		$35.9K Buy
601
+124
+26% +$7.53K ﹤0.01% 634
2023
Q4 		$29.3K Buy
+477
New +$25.2K ﹤0.01% 663

Other funds holding SPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's SPT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Sprout Social (SPT) in Q3 2024, closing a stake of 434 shares — an estimated $15.5K sold.

SYSTM Wealth Solutions first reported a position in SPT in Q4 2023 and held it in 3 quarters. The position peaked at $35.9K in Q1 2024. 208 funds tracked by Wall St. Rank hold SPT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Sprout Social position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 434 Sprout Social shares in Q3 2024, an estimated $15.5K.
  • SYSTM Wealth Solutions first reported a position in Sprout Social in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Sprout Social position peaked at $35.9K in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Sprout Social as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.