MGIA
SPLK

Moneta Group Investment Advisors’s Splunk Inc SPLK Stock Holding History

Moneta Group Investment 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
-1,642
Closed -$250K – 638
2023
Q4 		$250K Buy
+1,642
New +$245K ﹤0.01% 485
2015
Q4 		– Sell
-145
Closed -$8K – 440
2015
Q3 		$8K Buy
+145
New +$9.47K ﹤0.01% 449

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 $83.9M AUM 32.6% 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

Moneta Group Investment Advisors's SPLK Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 1,642 shares — an estimated $250K sold.

Moneta Group Investment Advisors first reported a position in SPLK in Q3 2015 and held it in 2 quarters. The position peaked at $250K in Q4 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,642 Splunk Inc shares in Q1 2024, an estimated $250K.
  • Moneta Group Investment Advisors first reported a position in Splunk Inc in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Splunk Inc position peaked at $250K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.