LWM
SPLK

Liberty Wealth Management’s Splunk Inc SPLK Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-465
Closed -$71K – 1166
2021
Q3 		$71K Buy
465
+249
+115% +$36.2K 0.03% 354
2021
Q2 		$31K Sell
216
-30
-12% -$3.82K 0.01% 415
2021
Q1 		$42K Hold
246
– – 0.02% 313
2020
Q4 		$42K Buy
246
+44
+22% +$8.41K 0.02% 310
2020
Q3 		$38K Sell
202
-18
-8% -$3.59K 0.02% 277
2020
Q2 		$44K Buy
220
+14
+7% +$2.21K 0.03% 244
2020
Q1 		$26K Sell
206
-8
-4% -$1.18K 0.02% 314
2019
Q4 		$32K Buy
214
+50
+30% +$6.56K 0.03% 334
2019
Q3 		$19K Sell
164
-72
-31% -$8.99K 0.02% 406
2019
Q2 		$30K Buy
236
+40
+20% +$5.08K 0.03% 342
2019
Q1 		$24K Sell
196
-3
-2% -$374 0.02% 324
2018
Q4 		$20K Buy
+199
New +$20.1K 0.01% 332

Other funds holding SPLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's SPLK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Splunk Inc (SPLK) in Q4 2021, closing a stake of 465 shares — an estimated $71K sold.

Liberty Wealth Management first reported a position in SPLK in Q4 2018 and held it in 12 quarters. The position peaked at $71K in Q3 2021. 686 funds tracked by Wall St. Rank hold SPLK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Splunk Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 465 Splunk Inc shares in Q4 2021, an estimated $71K.
  • Liberty Wealth Management first reported a position in Splunk Inc in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Splunk Inc position peaked at $71K in Q3 2021.
  • 686 funds tracked by Wall St. Rank held Splunk Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.