AIA
WKME

Alera Investment Advisors’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Alera Investment Advisors’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$213K Buy
15,304
+1,608
+12% +$22.3K 0.03% 263
2024
Q2 		$191K Buy
+13,696
New +$134K 0.02% 263

Other funds holding WKME

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
CC
Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Alera Investment Advisors's WKME Position: Q3 2024 in Review

Alera Investment Advisors increased its WalkMe Ltd. Ordinary Shares (WKME) stake by 12% in Q3 2024, buying an estimated $22.3K and bringing the position to 15,304 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #263.

Alera Investment Advisors first reported a position in WKME in Q2 2024 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

  • Alera Investment Advisors held 15,304 shares of WalkMe Ltd. Ordinary Shares worth $213K as of Q3 2024.
  • Alera Investment Advisors bought 1,608 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $22.3K.
  • WalkMe Ltd. Ordinary Shares made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #263 holding.
  • Alera Investment Advisors first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2024 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.