GKWIM
SPLK

Gerber Kawasaki Wealth & Investment Management’s Splunk Inc SPLK Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-5,507
Closed -$839K – 300
2023
Q4 		$839K Sell
5,507
-1,269
-19% -$190K 0.05% 139
2023
Q3 		$991K Sell
6,776
-1,761
-21% -$199K 0.07% 128
2023
Q2 		$906K Buy
8,537
+45
+0.5% +$4.28K 0.06% 138
2023
Q1 		$814K Hold
8,492
– – 0.06% 139
2022
Q4 		$731K Hold
8,492
– – 0.06% 142
2022
Q3 		$638K Buy
+8,492
New +$833K 0.06% 138
2021
Q4 		– Sell
-25
Closed -$3K – 1188
2021
Q3 		$3K Buy
+25
New +$3.64K ﹤0.01% 867

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 $83.9M AUM 32.6% 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

Gerber Kawasaki Wealth & Investment Management's SPLK Position: Q1 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 5,507 shares — an estimated $839K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPLK in Q3 2021 and held it in 7 quarters. The position peaked at $991K in Q3 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,507 Splunk Inc shares in Q1 2024, an estimated $839K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Splunk Inc in Q3 2021 and held it in 7 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Splunk Inc position peaked at $991K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2024, filed 14 May 2024.