AWM
SPLK

Axxcess Wealth Management’s Splunk Inc SPLK Stock Holding History

Axxcess 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
2024
Q1 		– Sell
-2,474
Closed -$377K – 943
2023
Q4 		$377K Sell
2,474
-9
-0.4% -$1.34K 0.01% 581
2023
Q3 		$363K Buy
+2,483
New +$281K 0.01% 551
2023
Q2 		– Sell
-2,567
Closed -$246K – 695
2023
Q1 		$246K Buy
2,567
+170
+7% +$16.3K 0.02% 535
2022
Q4 		$206K Buy
+2,397
New +$194K 0.02% 557
2022
Q2 		– Sell
-2,471
Closed -$367K – 691
2022
Q1 		$367K Sell
2,471
-304
-11% -$37.2K 0.03% 428
2021
Q4 		$321K Buy
+2,775
New +$388K 0.02% 458

Other funds holding SPLK

RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Axxcess Wealth Management's SPLK Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 2,474 shares — an estimated $377K sold.

Axxcess Wealth Management first reported a position in SPLK in Q4 2021 and held it in 6 quarters. The position peaked at $377K in Q4 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,474 Splunk Inc shares in Q1 2024, an estimated $377K.
  • Axxcess Wealth Management first reported a position in Splunk Inc in Q4 2021 and held it in 6 quarters.
  • Axxcess Wealth Management's Splunk Inc position peaked at $377K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.