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Berman Capital Advisors’s Spok Holdings SPOK Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-101
Closed – – 2214
2021
Q2 		$0 Hold
101
– – ﹤0.01% 2036
2021
Q1 		$1K Hold
101
– – ﹤0.01% 1693
2020
Q4 		$1K Sell
101
-75
-43% -$740 ﹤0.01% 1586
2020
Q3 		$1K Buy
176
+75
+74% +$749 ﹤0.01% 1513
2020
Q2 		$0 Buy
+101
New +$1.05K ﹤0.01% 1799
2019
Q3 		– Sell
-281
Closed -$4K – 1566
2019
Q2 		$4K Buy
+281
New +$4.17K ﹤0.01% 1034

Other funds holding SPOK

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Berman Capital Advisors's SPOK Position: Q3 2021 in Review

Berman Capital Advisors sold out of Spok Holdings (SPOK) in Q3 2021, closing a stake of 101 shares.

Berman Capital Advisors first reported a position in SPOK in Q2 2019 and held it in 6 quarters. The position peaked at $4K in Q2 2019. 87 funds tracked by Wall St. Rank hold SPOK as of Q3 2021.

  • Berman Capital Advisors reported no remaining Spok Holdings position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 101 Spok Holdings shares in Q3 2021.
  • Berman Capital Advisors first reported a position in Spok Holdings in Q2 2019 and held it in 6 quarters.
  • Berman Capital Advisors's Spok Holdings position peaked at $4K in Q2 2019.
  • 87 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.