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Northwest Wealth Management’s Spok Holdings SPOK Stock Holding History

Northwest Wealth Management’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$4K – 412
2019
Q1 		$4K Sell
300
-400
-57% -$5.55K ﹤0.01% 435
2018
Q4 		$9K Hold
700
– – 0.01% 331
2018
Q3 		$11K Hold
700
– – 0.01% 348
2018
Q2 		$11K Hold
700
– – 0.01% 339
2018
Q1 		$10K Buy
+700
New +$10.6K 0.01% 355

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Northwest Wealth Management's SPOK Position: Q2 2019 in Review

Northwest Wealth Management sold out of Spok Holdings (SPOK) in Q2 2019, closing a stake of 300 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in SPOK in Q1 2018 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 126 funds tracked by Wall St. Rank hold SPOK as of Q2 2019.

  • Northwest Wealth Management reported no remaining Spok Holdings position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 300 Spok Holdings shares in Q2 2019, an estimated $4K.
  • Northwest Wealth Management first reported a position in Spok Holdings in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Spok Holdings position peaked at $11K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.