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Valeo Financial Advisors’s Sprinklr CXM Stock Holding History

Valeo Financial Advisors’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
2022
Q3 		– Sell
-11,171
Closed -$113K – 515
2022
Q2 		$113K Sell
11,171
-2,850
-20% -$34.6K 0.01% 454
2022
Q1 		$167K Buy
14,021
+2,850
+26% +$34.4K 0.01% 556
2021
Q4 		$177K Hold
11,171
– – 0.01% 528
2021
Q3 		$195K Buy
+11,171
New +$208K 0.01% 503

Other funds holding CXM

BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's CXM Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Sprinklr (CXM) in Q3 2022, closing a stake of 11,171 shares — an estimated $113K sold.

Valeo Financial Advisors first reported a position in CXM in Q3 2021 and held it in 4 quarters. The position peaked at $195K in Q3 2021. 113 funds tracked by Wall St. Rank hold CXM as of Q3 2022.

  • Valeo Financial Advisors reported no remaining Sprinklr position as of Q3 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,171 Sprinklr shares in Q3 2022, an estimated $113K.
  • Valeo Financial Advisors first reported a position in Sprinklr in Q3 2021 and held it in 4 quarters.
  • Valeo Financial Advisors's Sprinklr position peaked at $195K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held Sprinklr as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.