MWA
SPLK

Moser Wealth Advisors’s Splunk Inc SPLK Stock Holding History

Moser 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
-3,103
Closed -$473K – 152
2023
Q4 		$473K Sell
3,103
-175
-5% -$26.1K 0.3% 55
2023
Q3 		$479K Sell
3,278
-100
-3% -$11.3K 0.34% 54
2023
Q2 		$358K Buy
+3,378
New +$321K 0.24% 56
2022
Q4 		$275K Sell
3,193
-125
-4% -$10.1K 0.21% 57
2022
Q3 		$250K Buy
3,318
+85
+3% +$8.33K 0.2% 61
2022
Q2 		$286K Sell
3,233
-23
-0.7% -$2.53K 0.21% 60
2022
Q1 		$484K Buy
3,256
+127
+4% +$15.6K 0.3% 57
2021
Q4 		$362K Buy
3,129
+732
+31% +$102K 0.22% 63
2021
Q3 		$347K Buy
2,397
+362
+18% +$52.7K 0.22% 63
2021
Q2 		$294K Buy
2,035
+355
+21% +$45.2K 0.19% 67
2021
Q1 		$228K Buy
1,680
+630
+60% +$98.3K 0.16% 64
2020
Q4 		$178K Buy
1,050
+285
+37% +$54.5K 0.13% 64
2020
Q3 		$144K Buy
765
+170
+29% +$33.9K 0.11% 65
2020
Q2 		$118K Buy
595
+45
+8% +$7.12K 0.11% 58
2020
Q1 		$69K Hold
550
– – 0.08% 69
2019
Q4 		$82K Buy
+550
New +$72.2K 0.08% 73

Other funds holding SPLK

RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 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 $10B AUM 15.14% 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

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

Moser Wealth Advisors sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 3,103 shares — an estimated $473K sold.

Moser Wealth Advisors first reported a position in SPLK in Q4 2019 and held it in 16 quarters. The position peaked at $484K in Q1 2022. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Moser Wealth Advisors reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 3,103 Splunk Inc shares in Q1 2024, an estimated $473K.
  • Moser Wealth Advisors first reported a position in Splunk Inc in Q4 2019 and held it in 16 quarters.
  • Moser Wealth Advisors's Splunk Inc position peaked at $484K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Moser Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.