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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 – 2278
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Advisornet Financial's WK Position: Q3 2024 in Review

Advisornet Financial sold out of Workiva (WK) in Q3 2024, closing a stake of 15 shares — an estimated $1.09K sold.

Advisornet Financial first reported a position in WK in Q4 2019 and held it in 19 quarters. The position peaked at $7K in Q1 2022. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Advisornet Financial reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 15 Workiva shares in Q3 2024, an estimated $1.09K.
  • Advisornet Financial first reported a position in Workiva in Q4 2019 and held it in 19 quarters.
  • Advisornet Financial's Workiva position peaked at $7K in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.