CM Wealth Advisors’s Splunk Inc SPLK Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-12,410	Closed	-$1.07M	–	455
2023 Q1	$1.07M	Buy	+12,410	New	+$1.19M	0.21%	141

Other funds holding SPLK

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

HFCIX

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CM Wealth Advisors's SPLK Position: Q2 2023 in Review

CM Wealth Advisors sold out of Splunk Inc (SPLK) in Q2 2023, closing a stake of 12,410 shares — an estimated $1.07M sold.

CM Wealth Advisors first reported a position in SPLK in Q1 2023 and held it in 1 quarter. The position peaked at $1.07M in Q1 2023. 642 funds tracked by Wall St. Rank hold SPLK as of Q2 2023.

CM Wealth Advisors reported no remaining Splunk Inc position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 12,410 Splunk Inc shares in Q2 2023, an estimated $1.07M.
CM Wealth Advisors first reported a position in Splunk Inc in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Splunk Inc position peaked at $1.07M in Q1 2023.
642 funds tracked by Wall St. Rank held Splunk Inc as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.