UCFA
SPLK

United Capital Financial Advisors’s Splunk Inc SPLK Stock Holding History

United Capital Financial Advisors’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
-1,872
Closed -$285K – 1130
2023
Q4 		$285K Buy
+1,872
New +$280K ﹤0.01% 893
2021
Q4 		– Sell
-2,883
Closed -$417K – 1252
2021
Q3 		$417K Sell
2,883
-606
-17% -$88.2K ﹤0.01% 907
2021
Q2 		$504K Sell
3,489
-4,357
-56% -$555K ﹤0.01% 858
2021
Q1 		$1.06M Sell
7,846
-6,210
-44% -$969K 0.01% 652
2020
Q4 		$2.39M Sell
14,056
-22,052
-61% -$4.22M 0.01% 471
2020
Q3 		$6.79M Sell
36,108
-5,258
-13% -$1.05M 0.04% 291
2020
Q2 		$8.22M Sell
41,366
-461
-1% -$72.9K 0.06% 283
2020
Q1 		$5.28M Sell
41,827
-2,422
-5% -$356K 0.04% 325
2019
Q4 		$6.63M Sell
44,249
-1,079
-2% -$142K 0.04% 368
2019
Q3 		$5.34M Buy
45,328
+31,551
+229% +$3.94M 0.04% 394
2019
Q2 		$1.73M Buy
13,777
+1,961
+17% +$249K 0.01% 659
2019
Q1 		$1.47M Buy
11,816
+2,378
+25% +$297K 0.01% 671
2018
Q4 		$990K Sell
9,438
-229
-2% -$23.2K 0.01% 722
2018
Q3 		$1.17M Buy
9,667
+1,149
+13% +$127K 0.01% 734
2018
Q2 		$844K Buy
8,518
+6,242
+274% +$678K 0.01% 807
2018
Q1 		$224K Buy
+2,276
New +$217K ﹤0.01% 1202

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

United Capital Financial Advisors's SPLK Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 1,872 shares — an estimated $285K sold.

United Capital Financial Advisors first reported a position in SPLK in Q1 2018 and held it in 16 quarters. The position peaked at $8.22M in Q2 2020. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,872 Splunk Inc shares in Q1 2024, an estimated $285K.
  • United Capital Financial Advisors first reported a position in Splunk Inc in Q1 2018 and held it in 16 quarters.
  • United Capital Financial Advisors's Splunk Inc position peaked at $8.22M in Q2 2020.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.