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Wealthspire Advisors (Maryland)’s Spok Holdings SPOK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-58
Closed -$1K – 1788
2019
Q1 		$1K Hold
58
– – ﹤0.01% 2381
2018
Q4 		$1K Sell
58
-31
-35% -$447 ﹤0.01% 2322
2018
Q3 		$1K Buy
89
+12
+16% +$181 ﹤0.01% 2324
2018
Q2 		$1K Hold
77
– – ﹤0.01% 2359
2018
Q1 		$1K Buy
77
+39
+103% +$590 ﹤0.01% 2396
2017
Q4 		$1K Buy
+38
New +$637 ﹤0.01% 2336

Other funds holding SPOK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPOK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Spok Holdings (SPOK) in Q2 2019, closing a stake of 58 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in SPOK in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 126 funds tracked by Wall St. Rank hold SPOK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Spok Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 58 Spok Holdings shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Spok Holdings in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Spok Holdings position peaked at $1K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Spok Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.