True Wealth Design’s Splunk Inc SPLK Stock Holding History

True Wealth Design’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	Closed	-$153	–	817
2023 Q4	$153	Hold	1	–	–	﹤0.01%	710
2023 Q3	$147	Hold	1	–	–	﹤0.01%	683
2023 Q2	$107	Hold	1	–	–	﹤0.01%	716
2023 Q1	$96	Hold	1	–	–	﹤0.01%	792
2022 Q4	$86	Buy	+1	New	+$81	﹤0.01%	746

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RTC

Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Vima LLC Troy, Michigan $103M AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

True Wealth Design's SPLK Position: Q1 2024 in Review

True Wealth Design sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 1 share — an estimated $153 sold.

True Wealth Design first reported a position in SPLK in Q4 2022 and held it in 5 quarters. The position peaked at $153 in Q4 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

True Wealth Design reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
True Wealth Design sold 1 Splunk Inc share in Q1 2024, an estimated $153.
True Wealth Design first reported a position in Splunk Inc in Q4 2022 and held it in 5 quarters.
True Wealth Design's Splunk Inc position peaked at $153 in Q4 2023.
9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on True Wealth Design's 13F filing for Q1 2024, filed 14 May 2024.