JWA
SPLK

JFS Wealth Advisors’s Splunk Inc SPLK Stock Holding History

JFS Wealth Advisors’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
-31
Closed -$4.72K – 2044
2023
Q4 		$4.72K Hold
31
– – ﹤0.01% 1083
2023
Q3 		$4.53K Hold
31
– – ﹤0.01% 1028
2023
Q2 		$3.29K Sell
31
-3
-9% -$285 ﹤0.01% 1197
2023
Q1 		$3.26K Buy
34
+11
+48% +$1.05K ﹤0.01% 1168
2022
Q4 		$1.98K Sell
23
-8
-26% -$646 ﹤0.01% 1377
2022
Q3 		$2K Buy
31
+19
+158% +$1.86K ﹤0.01% 1440
2022
Q2 		$1K Sell
12
-21
-64% -$2.31K ﹤0.01% 1698
2022
Q1 		$5K Buy
33
+25
+313% +$3.06K ﹤0.01% 1096
2021
Q4 		$1K Buy
+8
New +$1.12K ﹤0.01% 1652
2021
Q1 		– Sell
-36
Closed -$6K – 637
2020
Q4 		$6K Buy
+36
New +$6.88K ﹤0.01% 463
2020
Q3 		– Sell
-16
Closed -$3K – 607
2020
Q2 		$3K Buy
+16
New +$2.53K ﹤0.01% 474
2020
Q1 		– Sell
-8
Closed -$1K – 579
2019
Q4 		$1K Hold
8
– – ﹤0.01% 503
2019
Q3 		$1K Buy
+8
New +$999 ﹤0.01% 509
2015
Q3 		– Sell
-46
Closed -$3K – 582
2015
Q2 		$3K Sell
46
-9
-16% -$606 ﹤0.01% 454
2015
Q1 		$3K Hold
55
– – ﹤0.01% 452
2014
Q4 		$3K Sell
55
-7
-11% -$430 ﹤0.01% 468
2014
Q3 		$3K Sell
62
-8
-11% -$398 ﹤0.01% 417
2014
Q2 		$4K Buy
+70
New +$3.67K ﹤0.01% 398

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

JFS Wealth Advisors's SPLK Position: Q1 2024 in Review

JFS Wealth Advisors sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 31 shares — an estimated $4.72K sold.

JFS Wealth Advisors first reported a position in SPLK in Q2 2014 and held it in 18 quarters. The position peaked at $6K in Q4 2020. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • JFS Wealth Advisors reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 31 Splunk Inc shares in Q1 2024, an estimated $4.72K.
  • JFS Wealth Advisors first reported a position in Splunk Inc in Q2 2014 and held it in 18 quarters.
  • JFS Wealth Advisors's Splunk Inc position peaked at $6K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.