Sutton Wealth Advisors’s Spok Holdings SPOK Stock Holding History

Sutton 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
2020 Q2	–	Sell	-461	Closed	-$4.93K	–	1279
2020 Q1	$4.93K	Buy	+461	New	+$4.95K	﹤0.01%	816
2017 Q3	–	Sell	-229	Closed	-$4.05K	–	1106
2017 Q2	$4.05K	Hold	229	–	–	﹤0.01%	901
2017 Q1	$4.35K	Hold	229	–	–	﹤0.01%	868
2016 Q4	$4.75K	Hold	229	–	–	﹤0.01%	852
2016 Q3	$4.08K	Hold	229	–	–	﹤0.01%	858
2016 Q2	$4.39K	Hold	229	–	–	﹤0.01%	806
2016 Q1	$4.01K	Buy	+229	New	+$3.9K	﹤0.01%	803

Other funds holding SPOK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Sutton Wealth Advisors's SPOK Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of Spok Holdings (SPOK) in Q2 2020, closing a stake of 461 shares — an estimated $4.93K sold.

Sutton Wealth Advisors first reported a position in SPOK in Q1 2016 and held it in 7 quarters. The position peaked at $4.93K in Q1 2020. 102 funds tracked by Wall St. Rank hold SPOK as of Q2 2020.

Sutton Wealth Advisors reported no remaining Spok Holdings position as of Q2 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 461 Spok Holdings shares in Q2 2020, an estimated $4.93K.
Sutton Wealth Advisors first reported a position in Spok Holdings in Q1 2016 and held it in 7 quarters.
Sutton Wealth Advisors's Spok Holdings position peaked at $4.93K in Q1 2020.
102 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.