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Alpha DNA Investment Management’s Workiva WK Stock Holding History

Alpha DNA Investment 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
-10,944
Closed -$1.43M – 160
2021
Q4 		$1.43M Buy
+10,944
New +$1.54M 0.9% 88
2021
Q2 		– Sell
-34
Closed -$3K – 661
2021
Q1 		$3K Buy
+34
New +$3.37K ﹤0.01% 527

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
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
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

Alpha DNA Investment Management's WK Position: Q1 2022 in Review

Alpha DNA Investment Management sold out of Workiva (WK) in Q1 2022, closing a stake of 10,944 shares — an estimated $1.43M sold.

Alpha DNA Investment Management first reported a position in WK in Q1 2021 and held it in 2 quarters. The position peaked at $1.43M in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Alpha DNA Investment Management reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Alpha DNA Investment Management sold 10,944 Workiva shares in Q1 2022, an estimated $1.43M.
  • Alpha DNA Investment Management first reported a position in Workiva in Q1 2021 and held it in 2 quarters.
  • Alpha DNA Investment Management's Workiva position peaked at $1.43M in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Alpha DNA Investment Management's 13F filing for Q1 2022, filed 13 May 2022.