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Summit Securities Group’s Spok Holdings SPOK Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-2,500
Closed -$33K – 980
2023
Q2 		$33K Buy
2,500
+1,200
+92% +$15.1K ﹤0.01% 512
2023
Q1 		$13K Buy
+1,300
New +$11.9K ﹤0.01% 672

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Summit Securities Group's SPOK Position: Q3 2023 in Review

Summit Securities Group sold out of Spok Holdings (SPOK) in Q3 2023, closing a stake of 2,500 shares — an estimated $33K sold.

Summit Securities Group first reported a position in SPOK in Q1 2023 and held it in 2 quarters. The position peaked at $33K in Q2 2023. 96 funds tracked by Wall St. Rank hold SPOK as of Q3 2023.

  • Summit Securities Group reported no remaining Spok Holdings position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 2,500 Spok Holdings shares in Q3 2023, an estimated $33K.
  • Summit Securities Group first reported a position in Spok Holdings in Q1 2023 and held it in 2 quarters.
  • Summit Securities Group's Spok Holdings position peaked at $33K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.