BCWM
SPLK

Bartlett & Co Wealth Management’s Splunk Inc SPLK Stock Holding History

Bartlett & Co 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
-40
Closed -$6.08K – 1225
2023
Q4 		$6.08K Buy
+40
New +$5.98K ﹤0.01% 1058
2022
Q3 		– Sell
-71
Closed -$6.28K – 1301
2022
Q2 		$6.28K Sell
71
-1,198
-94% -$132K ﹤0.01% 973
2022
Q1 		$189K Sell
1,269
-1,231
-49% -$151K ﹤0.01% 394
2021
Q4 		$289K Buy
+2,500
New +$349K ﹤0.01% 357
2021
Q2 		– Sell
-3
Closed -$406 – 1103
2021
Q1 		$406 Hold
3
– – ﹤0.01% 1070
2020
Q4 		$510 Buy
+3
New +$574 ﹤0.01% 1147

Other funds holding SPLK

RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 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 $10B AUM 15.14% 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

Bartlett & Co Wealth Management's SPLK Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 40 shares — an estimated $6.08K sold.

Bartlett & Co Wealth Management first reported a position in SPLK in Q4 2020 and held it in 6 quarters. The position peaked at $289K in Q4 2021. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 40 Splunk Inc shares in Q1 2024, an estimated $6.08K.
  • Bartlett & Co Wealth Management first reported a position in Splunk Inc in Q4 2020 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's Splunk Inc position peaked at $289K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.