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PCG Wealth Advisors’s Spok Holdings SPOK Stock Holding History

PCG Wealth Advisors’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
2023
Q2 		– Sell
-162,471
Closed -$1.65M – 114
2023
Q1 		$1.65M Buy
162,471
+116,571
+254% +$1.06M 1.04% 26
2022
Q4 		$376K Buy
+45,900
New +$373K 0.24% 75

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

PCG Wealth Advisors's SPOK Position: Q2 2023 in Review

PCG Wealth Advisors sold out of Spok Holdings (SPOK) in Q2 2023, closing a stake of 162,471 shares — an estimated $1.65M sold.

PCG Wealth Advisors first reported a position in SPOK in Q4 2022 and held it in 2 quarters. The position peaked at $1.65M in Q1 2023. 87 funds tracked by Wall St. Rank hold SPOK as of Q2 2023.

  • PCG Wealth Advisors reported no remaining Spok Holdings position as of Q2 2023 after selling out during the quarter.
  • PCG Wealth Advisors sold 162,471 Spok Holdings shares in Q2 2023, an estimated $1.65M.
  • PCG Wealth Advisors first reported a position in Spok Holdings in Q4 2022 and held it in 2 quarters.
  • PCG Wealth Advisors's Spok Holdings position peaked at $1.65M in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2023.

Based on PCG Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.