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Venturi Wealth Management’s Spok Holdings SPOK Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-498
Closed -$7.99K – 1641
2024
Q4 		$7.99K Hold
498
– – ﹤0.01% 1495
2024
Q3 		$7.5K Buy
+498
New +$7.57K ﹤0.01% 1274
2023
Q4 		– Sell
-88
Closed -$1.26K – 1429
2023
Q3 		$1.26K Buy
+88
New +$1.18K ﹤0.01% 1258

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Venturi Wealth Management's SPOK Position: Q1 2025 in Review

Venturi Wealth Management sold out of Spok Holdings (SPOK) in Q1 2025, closing a stake of 498 shares — an estimated $7.99K sold.

Venturi Wealth Management first reported a position in SPOK in Q3 2023 and held it in 3 quarters. The position peaked at $7.99K in Q4 2024. 124 funds tracked by Wall St. Rank hold SPOK as of Q1 2025.

  • Venturi Wealth Management reported no remaining Spok Holdings position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 498 Spok Holdings shares in Q1 2025, an estimated $7.99K.
  • Venturi Wealth Management first reported a position in Spok Holdings in Q3 2023 and held it in 3 quarters.
  • Venturi Wealth Management's Spok Holdings position peaked at $7.99K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Spok Holdings as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.