HWMA
SPLK

Heritage Wealth Management (Arizona)’s Splunk Inc SPLK Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$9.47K Buy
110
+55
+100% +$4.44K ﹤0.01% 783
2022
Q3 		$4K Hold
55
– – ﹤0.01% 802
2022
Q2 		$4.87K Hold
55
– – ﹤0.01% 768
2022
Q1 		$8K Buy
+55
New +$6.74K ﹤0.01% 745
2021
Q3 		$1K Hold
10
– – ﹤0.01% 878
2021
Q2 		$1K Sell
10
-45
-82% -$5.73K ﹤0.01% 888
2021
Q1 		$7K Buy
+55
New +$8.58K ﹤0.01% 619

Other funds holding SPLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
HFCIX
H&F Corporate Investors X San Francisco, California $3.85B AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPLK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Splunk Inc (SPLK) stake by 100% in Q4 2022, buying an estimated $4.44K and bringing the position to 110 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Heritage Wealth Management (Arizona) first reported a position in SPLK in Q1 2021 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold SPLK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 110 shares of Splunk Inc worth $9.47K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 55 Splunk Inc shares in Q4 2022, an estimated $4.44K.
  • Splunk Inc made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #783 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Splunk Inc in Q1 2021 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Splunk Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.