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Sierra Summit Advisors’s Spok Holdings SPOK Stock Holding History

Sierra Summit 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
2024
Q2 		– Sell
-30,328
Closed -$484K – 161
2024
Q1 		$484K Buy
+30,328
New +$499K 0.13% 96

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sierra Summit Advisors's SPOK Position: Q2 2024 in Review

Sierra Summit Advisors sold out of Spok Holdings (SPOK) in Q2 2024, closing a stake of 30,328 shares — an estimated $484K sold.

Sierra Summit Advisors first reported a position in SPOK in Q1 2024 and held it in 1 quarter. The position peaked at $484K in Q1 2024. 114 funds tracked by Wall St. Rank hold SPOK as of Q2 2024.

  • Sierra Summit Advisors reported no remaining Spok Holdings position as of Q2 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 30,328 Spok Holdings shares in Q2 2024, an estimated $484K.
  • Sierra Summit Advisors first reported a position in Spok Holdings in Q1 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Spok Holdings position peaked at $484K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.