CM Wealth Advisors’s Spok Holdings SPOK Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-11,049	Closed	-$130K	–	386
2023 Q1	$130K	Buy	+11,049	New	+$101K	0.03%	389

Other funds holding SPOK

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

CM Wealth Advisors sold out of Spok Holdings (SPOK) in Q2 2023, closing a stake of 11,049 shares — an estimated $130K sold.

CM Wealth Advisors first reported a position in SPOK in Q1 2023 and held it in 1 quarter. The position peaked at $130K in Q1 2023. 87 funds tracked by Wall St. Rank hold SPOK as of Q2 2023.

CM Wealth Advisors reported no remaining Spok Holdings position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 11,049 Spok Holdings shares in Q2 2023, an estimated $130K.
CM Wealth Advisors first reported a position in Spok Holdings in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Spok Holdings position peaked at $130K in Q1 2023.
87 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2023.

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