SWM
SPLK

Spire Wealth Management’s Splunk Inc SPLK Stock Holding History

Spire Wealth Management’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
-1,101
Closed -$169K – 2439
2023
Q4 		$169K Sell
1,101
-17
-2% -$2.54K 0.01% 809
2023
Q3 		$164K Sell
1,118
-43
-4% -$4.87K 0.01% 773
2023
Q2 		$123K Sell
1,161
-166
-13% -$15.8K ﹤0.01% 904
2023
Q1 		$127K Buy
1,327
+1,015
+325% +$97.3K 0.01% 886
2022
Q4 		$27K Sell
312
-512
-62% -$41.3K ﹤0.01% 1252
2022
Q3 		$62K Sell
824
-1,562
-65% -$153K ﹤0.01% 878
2022
Q2 		$211K Sell
2,386
-4,812
-67% -$529K 0.01% 751
2022
Q1 		$1.07M Sell
7,198
-2,246
-24% -$275K 0.03% 374
2021
Q4 		$1.09M Buy
9,444
+2,355
+33% +$329K 0.02% 446
2021
Q3 		$1.03M Sell
7,089
-35
-0.5% -$5.09K 0.03% 406
2021
Q2 		$1.03M Sell
7,124
-2,744
-28% -$349K 0.03% 418
2021
Q1 		$1.34M Buy
+9,868
New +$1.54M 0.04% 368

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 $81.2M AUM 18.57% 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

Spire Wealth Management's SPLK Position: Q1 2024 in Review

Spire Wealth Management sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 1,101 shares — an estimated $169K sold.

Spire Wealth Management first reported a position in SPLK in Q1 2021 and held it in 12 quarters. The position peaked at $1.34M in Q1 2021. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Spire Wealth Management reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,101 Splunk Inc shares in Q1 2024, an estimated $169K.
  • Spire Wealth Management first reported a position in Splunk Inc in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Splunk Inc position peaked at $1.34M in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.