Creative Planning
SPLK

Creative Planning’s Splunk Inc SPLK Stock Holding History

Creative Planning’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
-9,832
Closed -$1.5M – 3031
2023
Q4 		$1.5M Buy
9,832
+821
+9% +$123K ﹤0.01% 1042
2023
Q3 		$1.32M Sell
9,011
-1,125
-11% -$127K ﹤0.01% 1037
2023
Q2 		$1.08M Sell
10,136
-164
-2% -$15.6K ﹤0.01% 1098
2023
Q1 		$988K Buy
10,300
+1,449
+16% +$139K ﹤0.01% 1085
2022
Q4 		$762K Buy
8,851
+549
+7% +$44.3K ﹤0.01% 1172
2022
Q3 		$624K Buy
8,302
+1,637
+25% +$160K ﹤0.01% 1192
2022
Q2 		$590K Buy
6,665
+506
+8% +$55.7K ﹤0.01% 1230
2022
Q1 		$915K Sell
6,159
-130
-2% -$15.9K ﹤0.01% 1030
2021
Q4 		$728K Sell
6,289
-437
-6% -$61K ﹤0.01% 1105
2021
Q3 		$973K Sell
6,726
-1,820
-21% -$265K ﹤0.01% 963
2021
Q2 		$1.24M Buy
8,546
+348
+4% +$44.3K ﹤0.01% 848
2021
Q1 		$1.11M Buy
8,198
+23
+0.3% +$3.59K ﹤0.01% 973
2020
Q4 		$1.39M Buy
8,175
+2,267
+38% +$434K ﹤0.01% 812
2020
Q3 		$1.11M Sell
5,908
-1,184
-17% -$236K ﹤0.01% 757
2020
Q2 		$1.41M Sell
7,092
-2,448
-26% -$387K ﹤0.01% 625
2020
Q1 		$1.2M Buy
9,540
+4,611
+94% +$678K ﹤0.01% 575
2019
Q4 		$738K Sell
4,929
-439
-8% -$57.6K ﹤0.01% 933
2019
Q3 		$633K Sell
5,368
-612
-10% -$76.4K ﹤0.01% 949
2019
Q2 		$752K Buy
5,980
+1,282
+27% +$163K ﹤0.01% 884
2019
Q1 		$585K Buy
4,698
+1,397
+42% +$174K ﹤0.01% 956
2018
Q4 		$346K Sell
3,301
-1,374
-29% -$139K ﹤0.01% 1155
2018
Q3 		$565K Buy
4,675
+2,104
+82% +$233K ﹤0.01% 1015
2018
Q2 		$255K Buy
2,571
+162
+7% +$17.6K ﹤0.01% 1464
2018
Q1 		$237K Sell
2,409
-127
-5% -$12.1K ﹤0.01% 1496
2017
Q4 		$210K Buy
+2,536
New +$186K ﹤0.01% 1574
2017
Q3 		– Sell
-1,069
Closed -$61K – 3885
2017
Q2 		$61K Sell
1,069
-65
-6% -$4.04K ﹤0.01% 2364
2017
Q1 		$71K Buy
1,134
+193
+21% +$11.5K ﹤0.01% 2200
2016
Q4 		$48K Sell
941
-58
-6% -$3.34K ﹤0.01% 2424
2016
Q3 		$59K Buy
999
+451
+82% +$27K ﹤0.01% 2233
2016
Q2 		$30K Sell
548
-2,553
-82% -$135K ﹤0.01% 2503
2016
Q1 		$152K Sell
3,101
-147
-5% -$6.62K ﹤0.01% 1367
2015
Q4 		$191K Sell
3,248
-100
-3% -$5.73K ﹤0.01% 1230
2015
Q3 		$185K Buy
+3,348
New +$219K ﹤0.01% 1232
2015
Q2 		– Sell
-4,801
Closed -$284K – 3187
2015
Q1 		$284K Buy
4,801
+994
+26% +$60.1K ﹤0.01% 1031
2014
Q4 		$224K Sell
3,807
-3,583
-48% -$220K ﹤0.01% 1068
2014
Q3 		$409K Buy
7,390
+1,824
+33% +$90.8K ﹤0.01% 738
2014
Q2 		$308K Buy
5,566
+425
+8% +$22.3K ﹤0.01% 831
2014
Q1 		$368K Sell
5,141
-900
-15% -$73.4K 0.01% 746
2013
Q4 		$415K Buy
+6,041
New +$392K 0.01% 573
2013
Q3 		– Sell
-100
Closed -$5K – 3386
2013
Q2 		$5K Buy
+100
New +$4.32K ﹤0.01% 2567

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 $49.1M AUM 31.82% 1-Year Est. Return
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

Creative Planning's SPLK Position: Q1 2024 in Review

Creative Planning sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 9,832 shares — an estimated $1.5M sold.

Creative Planning first reported a position in SPLK in Q2 2013 and held it in 40 quarters. The position peaked at $1.5M in Q4 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Creative Planning reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 9,832 Splunk Inc shares in Q1 2024, an estimated $1.5M.
  • Creative Planning first reported a position in Splunk Inc in Q2 2013 and held it in 40 quarters.
  • Creative Planning's Splunk Inc position peaked at $1.5M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.