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
2021
Q2 		– Sell
-300
Closed -$5K – 2664
2021
Q1 		$5K Hold
300
– – ﹤0.01% 2521
2020
Q4 		$14K Buy
+300
New +$57.4K ﹤0.01% 2212
2019
Q2 		– Sell
-1,000
Closed -$4K – 2146
2019
Q1 		$4K Hold
1,000
– – ﹤0.01% 1920
2018
Q4 		$2K Buy
1,000
+900
+900% +$91K ﹤0.01% 1912
2018
Q3 		$1K Buy
+100
New +$11.1K ﹤0.01% 2064

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.