Walled Lake Planning & Wealth Management’s Splunk Inc SPLK Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-120	Closed	-$17K	–	325
2021 Q3	$17K	Hold	120	–	–	0.01%	233
2021 Q2	$17K	Hold	120	–	–	0.01%	214
2021 Q1	$16K	Hold	120	–	–	0.01%	211
2020 Q4	$20K	Hold	120	–	–	0.02%	180
2020 Q3	$23K	Hold	120	–	–	0.02%	167
2020 Q2	$24K	Hold	120	–	–	0.02%	146
2020 Q1	$15K	Hold	120	–	–	0.01%	158
2019 Q4	$18K	Buy	+120	New	+$15.8K	0.01%	167

Other funds holding SPLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SPLK Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Splunk Inc (SPLK) in Q4 2021, closing a stake of 120 shares — an estimated $17K sold.

Walled Lake Planning & Wealth Management first reported a position in SPLK in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q2 2020. 686 funds tracked by Wall St. Rank hold SPLK as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Splunk Inc position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 120 Splunk Inc shares in Q4 2021, an estimated $17K.
Walled Lake Planning & Wealth Management first reported a position in Splunk Inc in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Splunk Inc position peaked at $24K in Q2 2020.
686 funds tracked by Wall St. Rank held Splunk Inc as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.