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
2022 Q1	–	Sell	-790	Closed	-$103K	–	650
2021 Q4	$103K	Buy	+790	New	+$111K	﹤0.01%	325

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 $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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.