AF
WK icon

Advisornet Financial’s Workiva WK Stock Holding History

Advisornet Financial’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
2024
Q3 		– Sell
-15
Closed -$1.09K – 2279
2024
Q2 		$1.09K Buy
15
+5
+50% +$393 ﹤0.01% 1783
2024
Q1 		$848 Sell
10
-11
-52% -$991 ﹤0.01% 1802
2023
Q4 		$2.13K Sell
21
-1
-5% -$96 ﹤0.01% 1695
2023
Q3 		$2.23K Hold
22
– – ﹤0.01% 1608
2023
Q2 		$2.24K Sell
22
-27
-55% -$2.6K ﹤0.01% 1688
2023
Q1 		$5.02K Buy
49
+2
+4% +$181 ﹤0.01% 1481
2022
Q4 		$3.95K Sell
47
-13
-22% -$1.01K ﹤0.01% 1519
2022
Q3 		$5K Hold
60
– – ﹤0.01% 1527
2022
Q2 		$4K Hold
60
– – ﹤0.01% 1585
2022
Q1 		$7K Buy
60
+15
+33% +$1.66K ﹤0.01% 1548
2021
Q4 		$6K Sell
45
-7
-13% -$987 ﹤0.01% 1625
2021
Q3 		$7K Hold
52
– – ﹤0.01% 1562
2021
Q2 		$6K Buy
52
+15
+41% +$1.46K ﹤0.01% 1547
2021
Q1 		$3K Sell
37
-42
-53% -$4.16K ﹤0.01% 1610
2020
Q4 		$7K Sell
79
-11
-12% -$773 ﹤0.01% 1387
2020
Q3 		$5K Buy
90
+1
+1% +$56 ﹤0.01% 1442
2020
Q2 		$5K Buy
89
+15
+20% +$615 ﹤0.01% 1470
2020
Q1 		$2K Buy
74
+33
+80% +$1.37K ﹤0.01% 1607
2019
Q4 		$2K Buy
+41
New +$1.73K ﹤0.01% 1703

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return