LWCFA
SPLK

Loring Wolcott & Coolidge Fiduciary Advisors’s Splunk Inc SPLK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-883
Closed -$150K – 742
2020
Q4 		$150K Buy
883
+73
+9% +$14K ﹤0.01% 303
2020
Q3 		$152K Buy
+810
New +$161K ﹤0.01% 282
2017
Q4 		– Sell
-7
Closed – – 895
2017
Q3 		$0 Buy
+7
New +$438 ﹤0.01% 921

Other funds holding SPLK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Loring Wolcott & Coolidge Fiduciary Advisors's SPLK Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Splunk Inc (SPLK) in Q1 2021, closing a stake of 883 shares — an estimated $150K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPLK in Q3 2017 and held it in 3 quarters. The position peaked at $152K in Q3 2020. 679 funds tracked by Wall St. Rank hold SPLK as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Splunk Inc position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 883 Splunk Inc shares in Q1 2021, an estimated $150K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Splunk Inc in Q3 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Splunk Inc position peaked at $152K in Q3 2020.
  • 679 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.