Baldwin Wealth Partners’s Splunk Inc SPLK Stock Holding History

Baldwin Wealth Partners’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
2022 Q4	–	Sell	-36	Closed	-$3K	–	836
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	611
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	641
2022 Q1	$5K	Sell	36 -6	-14%	-$735	﹤0.01%	602
2021 Q4	$5K	Hold	42	–	–	﹤0.01%	567
2021 Q3	$6K	Buy	42 +28	+200%	+$4.08K	﹤0.01%	563
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	632
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	602
2020 Q4	$2K	Hold	14	–	–	﹤0.01%	533
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	502
2020 Q2	$3K	Hold	14	–	–	﹤0.01%	501
2020 Q1	$2K	Hold	14	–	–	﹤0.01%	525
2019 Q4	$2K	Buy	+14	New	+$1.84K	﹤0.01%	524

Other funds holding SPLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

HFCIX

H&F Corporate Investors X San Francisco, California $3.85B AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldwin Wealth Partners's SPLK Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Splunk Inc (SPLK) in Q4 2022, closing a stake of 36 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in SPLK in Q4 2019 and held it in 12 quarters. The position peaked at $6K in Q3 2021. 637 funds tracked by Wall St. Rank hold SPLK as of Q4 2022.

Baldwin Wealth Partners reported no remaining Splunk Inc position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 36 Splunk Inc shares in Q4 2022, an estimated $3K.
Baldwin Wealth Partners first reported a position in Splunk Inc in Q4 2019 and held it in 12 quarters.
Baldwin Wealth Partners's Splunk Inc position peaked at $6K in Q3 2021.
637 funds tracked by Wall St. Rank held Splunk Inc as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.