Lyell Wealth Management’s Splunk Inc SPLK Stock Holding History

Lyell 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 Q1	–	Sell	-1,719	Closed	-$292K	–	177
2020 Q4	$292K	Hold	1,719	–	–	0.05%	139
2020 Q3	$323K	Buy	1,719 +19	+1%	+$3.79K	0.06%	112
2020 Q2	$338K	Hold	1,700	–	–	0.07%	100
2020 Q1	$215K	Buy	+1,700	New	+$250K	0.06%	114

Other funds holding SPLK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lyell Wealth Management's SPLK Position: Q1 2021 in Review

Lyell Wealth Management sold out of Splunk Inc (SPLK) in Q1 2021, closing a stake of 1,719 shares — an estimated $292K sold.

Lyell Wealth Management first reported a position in SPLK in Q1 2020 and held it in 4 quarters. The position peaked at $338K in Q2 2020. 679 funds tracked by Wall St. Rank hold SPLK as of Q1 2021.

Lyell Wealth Management reported no remaining Splunk Inc position as of Q1 2021 after selling out during the quarter.
Lyell Wealth Management sold 1,719 Splunk Inc shares in Q1 2021, an estimated $292K.
Lyell Wealth Management first reported a position in Splunk Inc in Q1 2020 and held it in 4 quarters.
Lyell Wealth Management's Splunk Inc position peaked at $338K in Q2 2020.
679 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2021.

Based on Lyell Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.