TWM
SPLK

Tradition Wealth Management’s Splunk Inc SPLK Stock Holding History

Tradition 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
-1,301
Closed -$198K – 1251
2023
Q4 		$198K Sell
1,301
-509
-28% -$76K 0.02% 327
2023
Q3 		$265K Hold
1,810
– – 0.03% 267
2023
Q2 		$192K Buy
1,810
+110
+6% +$10.5K 0.02% 319
2023
Q1 		$163K Buy
+1,700
New +$163K 0.02% 333

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 $83.9M AUM 32.6% 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

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

Tradition Wealth Management sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 1,301 shares — an estimated $198K sold.

Tradition Wealth Management first reported a position in SPLK in Q1 2023 and held it in 4 quarters. The position peaked at $265K in Q3 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Tradition Wealth Management reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,301 Splunk Inc shares in Q1 2024, an estimated $198K.
  • Tradition Wealth Management first reported a position in Splunk Inc in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Splunk Inc position peaked at $265K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.