AWM
WK icon

Abound Wealth Management’s Workiva WK Stock Holding History

Abound Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3K Hold
500
– – ﹤0.01% 343
2026
Q1 		$29.8K Hold
500
– – 0.01% 328
2025
Q4 		$43.1K Hold
500
– – 0.01% 253
2025
Q3 		$43K Hold
500
– – 0.01% 228
2025
Q2 		$34.2K Hold
500
– – 0.01% 255
2025
Q1 		$38K Hold
500
– – 0.01% 219
2024
Q4 		$54.8K Hold
500
– – 0.02% 167
2024
Q3 		$39.6K Hold
500
– – 0.01% 207
2024
Q2 		$36.5K Hold
500
– – 0.01% 185
2024
Q1 		$42.4K Hold
500
– – 0.02% 162
2023
Q4 		$50.8K Hold
500
– – 0.02% 143
2023
Q3 		$50.7K Hold
500
– – 0.02% 131
2023
Q2 		$50.8K Hold
500
– – 0.02% 129
2023
Q1 		$51.2K Hold
500
– – 0.02% 124
2022
Q4 		$42K Hold
500
– – 0.02% 129
2022
Q3 		$38.9K Buy
+500
New +$34.1K 0.02% 135

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return