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Advisor Partners II’s Workiva WK Stock Holding History

Advisor Partners II’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
2023
Q3 		$349K Buy
+3,447
New +$358K 0.01% 878

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Partners II's WK Position: Q3 2023 in Review

Advisor Partners II opened a new position in Workiva (WK) in Q3 2023: 3,447 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings.

332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

  • Advisor Partners II held 3,447 shares of Workiva worth $349K as of Q3 2023.
  • Workiva was a new Advisor Partners II position in Q3 2023.
  • Workiva made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #878 holding.
  • 332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.