AWM
SPLK

Avitas Wealth Management’s Splunk Inc SPLK Stock Holding History

Avitas Wealth Management’s Portfolio SPLK Stock Details SPLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-21,700
Closed -$88K – 203
2021
Q3 		$88K Buy
+21,700
New +$3.16M 0.02% 189

Other funds holding SPLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Avitas Wealth Management's SPLK Position: Q1 2021 in Review

Avitas Wealth Management sold out of Splunk Inc (SPLK) in Q1 2021, closing a stake of 2,725 shares — an estimated $463K sold.

Avitas Wealth Management first reported a position in SPLK in Q2 2018 and held it in 11 quarters. The position peaked at $836K in Q1 2019. 679 funds tracked by Wall St. Rank hold SPLK as of Q1 2021.

  • Avitas Wealth Management reported no remaining Splunk Inc position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 2,725 Splunk Inc shares in Q1 2021, an estimated $463K.
  • Avitas Wealth Management first reported a position in Splunk Inc in Q2 2018 and held it in 11 quarters.
  • Avitas Wealth Management's Splunk Inc position peaked at $836K in Q1 2019.
  • 679 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.