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WealthShield Partners’s Sprout Social SPT Stock Holding History

WealthShield Partners’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
2021
Q2 		– Sell
-335
Closed -$19K – 1109
2021
Q1 		$19K Buy
+335
New +$21K ﹤0.01% 678

Other funds holding SPT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WealthShield Partners's SPT Position: Q2 2021 in Review

WealthShield Partners sold out of Sprout Social (SPT) in Q2 2021, closing a stake of 335 shares — an estimated $19K sold.

WealthShield Partners first reported a position in SPT in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 253 funds tracked by Wall St. Rank hold SPT as of Q2 2021.

  • WealthShield Partners reported no remaining Sprout Social position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 335 Sprout Social shares in Q2 2021, an estimated $19K.
  • WealthShield Partners first reported a position in Sprout Social in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Sprout Social position peaked at $19K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Sprout Social as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.