TCI Wealth Advisors’s Spok Holdings SPOK Stock Holding History

TCI 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
2021 Q3	–	Sell	-295	Closed	-$3K	–	2560
2021 Q2	$3K	Buy	+295	New	+$3.15K	﹤0.01%	1853
2020 Q4	–	Sell	-147	Closed	-$1K	–	1662
2020 Q3	$1K	Buy	+147	New	+$1.47K	﹤0.01%	1426
2020 Q2	–	Sell	-128	Closed	-$1K	–	1654
2020 Q1	$1K	Buy	128 +6	+5%	+$64	﹤0.01%	1340
2019 Q4	$1K	Hold	122	–	–	﹤0.01%	1435
2019 Q3	$1K	Buy	+122	New	+$1.58K	﹤0.01%	1383
2018 Q4	–	Sell	-45	Closed	-$1K	–	1637
2018 Q3	$1K	Hold	45	–	–	﹤0.01%	1324
2018 Q2	$1K	Buy	+45	New	+$677	﹤0.01%	1376
2018 Q1	–	Sell	-77	Closed	-$1K	–	1430
2017 Q4	$1K	Hold	77	–	–	﹤0.01%	1264
2017 Q3	$1K	Sell	77 -82	-52%	-$1.34K	﹤0.01%	1200
2017 Q2	$3K	Hold	159	–	–	﹤0.01%	912
2017 Q1	$3K	Hold	159	–	–	﹤0.01%	863
2016 Q4	$3K	Sell	159 -37	-19%	-$687	﹤0.01%	932
2016 Q3	$3K	Buy	196 +166	+553%	+$2.99K	﹤0.01%	891
2016 Q2	$1K	Buy	30 +5	+20%	+$87	﹤0.01%	1148
2016 Q1	$0	Buy	+25	New	+$425	﹤0.01%	1403

Other funds holding SPOK

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

TCI Wealth Advisors's SPOK Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Spok Holdings (SPOK) in Q3 2021, closing a stake of 295 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SPOK in Q1 2016 and held it in 15 quarters. The position peaked at $3K in Q2 2021. 87 funds tracked by Wall St. Rank hold SPOK as of Q3 2021.

TCI Wealth Advisors reported no remaining Spok Holdings position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 295 Spok Holdings shares in Q3 2021, an estimated $3K.
TCI Wealth Advisors first reported a position in Spok Holdings in Q1 2016 and held it in 15 quarters.
TCI Wealth Advisors's Spok Holdings position peaked at $3K in Q2 2021.
87 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.