AE Wealth Management’s Workiva WK Stock Holding History

AE 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
2022 Q1	–	Sell	-5,112	Closed	-$667K	–	1823
2021 Q4	$667K	Buy	+5,112	New	+$721K	﹤0.01%	1138

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

AE Wealth Management's WK Position: Q1 2022 in Review

AE Wealth Management sold out of Workiva (WK) in Q1 2022, closing a stake of 5,112 shares — an estimated $667K sold.

AE Wealth Management first reported a position in WK in Q4 2021 and held it in 1 quarter. The position peaked at $667K in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

AE Wealth Management reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 5,112 Workiva shares in Q1 2022, an estimated $667K.
AE Wealth Management first reported a position in Workiva in Q4 2021 and held it in 1 quarter.
AE Wealth Management's Workiva position peaked at $667K in Q4 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.