Trek Financial’s Spok Holdings SPOK Stock Holding History

Trek Financial’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
2024 Q1	–	Sell	-10,027	Closed	-$155K	–	437
2023 Q4	$155K	Buy	+10,027	New	+$154K	0.01%	299

Other funds holding SPOK

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Trek Financial's SPOK Position: Q1 2024 in Review

Trek Financial sold out of Spok Holdings (SPOK) in Q1 2024, closing a stake of 10,027 shares — an estimated $155K sold.

Trek Financial first reported a position in SPOK in Q4 2023 and held it in 1 quarter. The position peaked at $155K in Q4 2023. 110 funds tracked by Wall St. Rank hold SPOK as of Q1 2024.

Trek Financial reported no remaining Spok Holdings position as of Q1 2024 after selling out during the quarter.
Trek Financial sold 10,027 Spok Holdings shares in Q1 2024, an estimated $155K.
Trek Financial first reported a position in Spok Holdings in Q4 2023 and held it in 1 quarter.
Trek Financial's Spok Holdings position peaked at $155K in Q4 2023.
110 funds tracked by Wall St. Rank held Spok Holdings as of Q1 2024.

Based on Trek Financial's 13F filing for Q1 2024, filed 14 May 2024.