ALPS Advisors’s Workiva WK Stock Holding History

ALPS Advisors’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
2023 Q3	–	Sell	-11,242	Closed	-$1.14M	–	1139
2023 Q2	$1.14M	Sell	11,242 -308	-3%	-$29.6K	0.01%	452
2023 Q1	$1.18M	Buy	+11,550	New	+$1.05M	0.01%	417

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

ALPS Advisors's WK Position: Q3 2023 in Review

ALPS Advisors sold out of Workiva (WK) in Q3 2023, closing a stake of 11,242 shares — an estimated $1.14M sold.

ALPS Advisors first reported a position in WK in Q1 2023 and held it in 2 quarters. The position peaked at $1.18M in Q1 2023. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

ALPS Advisors reported no remaining Workiva position as of Q3 2023 after selling out during the quarter.
ALPS Advisors sold 11,242 Workiva shares in Q3 2023, an estimated $1.14M.
ALPS Advisors first reported a position in Workiva in Q1 2023 and held it in 2 quarters.
ALPS Advisors's Workiva position peaked at $1.18M in Q1 2023.
332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on ALPS Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.