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AE Wealth Management’s Spok Holdings SPOK Stock Holding History

AE Wealth Management’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,416
Closed -$106K – 2036
2023
Q1 		$106K Sell
10,416
-16,121
-61% -$147K ﹤0.01% 1789
2022
Q4 		$217K Buy
26,537
+16,257
+158% +$132K ﹤0.01% 1635
2022
Q3 		$79K Buy
+10,280
New +$71.3K ﹤0.01% 1670

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AE Wealth Management's SPOK Position: Q2 2023 in Review

AE Wealth Management sold out of Spok Holdings (SPOK) in Q2 2023, closing a stake of 10,416 shares — an estimated $106K sold.

AE Wealth Management first reported a position in SPOK in Q3 2022 and held it in 3 quarters. The position peaked at $217K in Q4 2022. 87 funds tracked by Wall St. Rank hold SPOK as of Q2 2023.

  • AE Wealth Management reported no remaining Spok Holdings position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 10,416 Spok Holdings shares in Q2 2023, an estimated $106K.
  • AE Wealth Management first reported a position in Spok Holdings in Q3 2022 and held it in 3 quarters.
  • AE Wealth Management's Spok Holdings position peaked at $217K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.