WAS
SPLK

Wealth Advisory Solutions’s Splunk Inc SPLK Stock Holding History

Wealth Advisory Solutions’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
-2,600
Closed -$396K – 135
2023
Q4 		$396K Sell
2,600
-2,600
-50% -$388K 0.14% 63
2023
Q3 		$776K Buy
+5,200
New +$589K 0.15% 82
2023
Q2 		– Sell
-2,600
Closed -$249K – 140
2023
Q1 		$249K Buy
+2,600
New +$249K 0.07% 112

Other funds holding SPLK

RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 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 $81.2M AUM 18.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $49.1M AUM 31.82% 1-Year Est. Return
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

Wealth Advisory Solutions's SPLK Position: Q1 2024 in Review

Wealth Advisory Solutions sold out of Splunk Inc (SPLK) in Q1 2024, closing a stake of 2,600 shares — an estimated $396K sold.

Wealth Advisory Solutions first reported a position in SPLK in Q1 2023 and held it in 3 quarters. The position peaked at $776K in Q3 2023. 9 funds tracked by Wall St. Rank hold SPLK as of Q1 2024.

  • Wealth Advisory Solutions reported no remaining Splunk Inc position as of Q1 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,600 Splunk Inc shares in Q1 2024, an estimated $396K.
  • Wealth Advisory Solutions first reported a position in Splunk Inc in Q1 2023 and held it in 3 quarters.
  • Wealth Advisory Solutions's Splunk Inc position peaked at $776K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2024.

Based on Wealth Advisory Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.