FFM
SPLK

Forum Financial Management’s Splunk Inc SPLK Stock Holding History

Forum Financial Management’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
-2,597
Closed -$396K – 762
2023
Q4 		$396K Hold
2,597
– – 0.01% 362
2023
Q3 		$380K Sell
2,597
-8,956
-78% -$1.01M 0.01% 352
2023
Q2 		$1.23M Buy
11,553
+4,844
+72% +$460K 0.03% 136
2023
Q1 		$643K Hold
6,709
– – 0.02% 211
2022
Q4 		$578K Hold
6,709
– – 0.02% 221
2022
Q3 		$505K Buy
6,709
+527
+9% +$51.7K 0.02% 218
2022
Q2 		$547K Sell
6,182
-231
-4% -$25.4K 0.03% 213
2022
Q1 		$953K Sell
6,413
-352
-5% -$43.1K 0.05% 131
2021
Q4 		$783K Buy
+6,765
New +$945K 0.04% 162

Other funds holding SPLK

RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 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 $11.5B AUM 18.82% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
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

Forum Financial Management's SPLK Position: Q1 2024 in Review

Forum Financial Management sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 2,597 shares — an estimated $396K sold.

Forum Financial Management first reported a position in SPLK in Q4 2021 and held it in 9 quarters. The position peaked at $1.23M in Q2 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Forum Financial Management reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Forum Financial Management sold 2,597 Splunk Inc shares in Q1 2024, an estimated $396K.
  • Forum Financial Management first reported a position in Splunk Inc in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's Splunk Inc position peaked at $1.23M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Forum Financial Management's 13F filing for Q1 2024, filed 9 May 2024.