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Capital Performance Advisors’s Spok Holdings SPOK Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-101
Closed -$1.52K – 2327
2024
Q3 		$1.52K Buy
+101
New +$1.53K ﹤0.01% 1695

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Capital Performance Advisors's SPOK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Spok Holdings (SPOK) in Q4 2024, closing a stake of 101 shares — an estimated $1.52K sold.

Capital Performance Advisors first reported a position in SPOK in Q3 2024 and held it in 1 quarter. The position peaked at $1.52K in Q3 2024. 115 funds tracked by Wall St. Rank hold SPOK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Spok Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 101 Spok Holdings shares in Q4 2024, an estimated $1.52K.
  • Capital Performance Advisors first reported a position in Spok Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Spok Holdings position peaked at $1.52K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Spok Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.