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Altshuler Shaham’s Workiva WK Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-333
Closed -$34.1K – 407
2023
Q1 		$34.1K Buy
+333
New +$30.2K ﹤0.01% 232
2022
Q2 		– Sell
-375
Closed -$44K – 568
2022
Q1 		$44K Buy
+375
New +$41.5K ﹤0.01% 386
2021
Q4 		– Sell
-730
Closed -$103K – 663
2021
Q3 		$103K Buy
730
+311
+74% +$42.1K ﹤0.01% 326
2021
Q2 		$47K Sell
419
-455
-52% -$44.2K ﹤0.01% 443
2021
Q1 		$77K Sell
874
-3
-0.3% -$297 ﹤0.01% 252
2020
Q4 		$80K Sell
877
-66
-7% -$4.63K ﹤0.01% 233
2020
Q3 		$53K Buy
943
+804
+578% +$44.7K ﹤0.01% 225
2020
Q2 		$7K Buy
+139
New +$5.7K ﹤0.01% 309
2019
Q4 		– Sell
-406
Closed -$18K – 636
2019
Q3 		$18K Buy
406
+101
+33% +$5.32K ﹤0.01% 251
2019
Q2 		$18K Buy
305
+79
+35% +$4.23K ﹤0.01% 219
2019
Q1 		$11K Sell
226
-3
-1% -$132 ﹤0.01% 236
2018
Q4 		$8K Buy
+229
New +$8.05K ﹤0.01% 212

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Altshuler Shaham's WK Position: Q2 2023 in Review

Altshuler Shaham sold out of Workiva (WK) in Q2 2023, closing a stake of 333 shares — an estimated $34.1K sold.

Altshuler Shaham first reported a position in WK in Q4 2018 and held it in 12 quarters. The position peaked at $103K in Q3 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • Altshuler Shaham reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 333 Workiva shares in Q2 2023, an estimated $34.1K.
  • Altshuler Shaham first reported a position in Workiva in Q4 2018 and held it in 12 quarters.
  • Altshuler Shaham's Workiva position peaked at $103K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.