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Advisory Research’s Workiva WK Stock Holding History

Advisory Research’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
Q1 		– Sell
-12,666
Closed -$1.29M – 329
2023
Q4 		$1.29M Sell
12,666
-11,871
-48% -$1.14M 0.2% 135
2023
Q3 		$2.49M Buy
24,537
+43
+0.2% +$4.47K 0.35% 76
2023
Q2 		$2.49M Buy
24,494
+763
+3% +$73.4K 0.32% 88
2023
Q1 		$2.43M Buy
23,731
+5,065
+27% +$459K 0.4% 65
2022
Q4 		$1.57M Buy
18,666
+16,092
+625% +$1.25M 0.15% 107
2022
Q3 		$200K Sell
2,574
-10,071
-80% -$688K 0.02% 311
2022
Q2 		$834K Sell
12,645
-27,568
-69% -$2.29M 0.08% 175
2022
Q1 		$4.75M Buy
40,213
+3,458
+9% +$382K 0.38% 51
2021
Q4 		$4.8M Buy
36,755
+3,746
+11% +$528K 0.38% 59
2021
Q3 		$4.65M Sell
33,009
-3,219
-9% -$436K 0.3% 87
2021
Q2 		$4.03M Buy
36,228
+20,977
+138% +$2.04M 0.27% 95
2021
Q1 		$1.35M Buy
15,251
+1,519
+11% +$150K 0.09% 173
2020
Q4 		$1.26M Buy
+13,732
New +$964K 0.09% 169

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return