AMP Capital Investors’s Workiva WK Stock Holding History

AMP Capital Investors’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
2021 Q4	–	Sell	-4,800	Closed	-$677K	–	987
2021 Q3	$677K	Hold	4,800	–	–	﹤0.01%	907
2021 Q2	$534K	Hold	4,800	–	–	﹤0.01%	955
2021 Q1	$424K	Buy	+4,800	New	+$475K	﹤0.01%	1028
2019 Q4	–	Sell	-5,900	Closed	-$256K	–	1256
2019 Q3	$256K	Hold	5,900	–	–	﹤0.01%	1097
2019 Q2	$338K	Buy	+5,900	New	+$316K	﹤0.01%	1054
2018 Q4	–	Sell	-9,500	Closed	-$375K	–	1191
2018 Q3	$375K	Hold	9,500	–	–	﹤0.01%	1047
2018 Q2	$232K	Hold	9,500	–	–	﹤0.01%	1118
2018 Q1	$219K	Hold	9,500	–	–	﹤0.01%	1125
2017 Q4	$203K	Buy	+9,500	New	+$209K	﹤0.01%	1157

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

AMP Capital Investors's WK Position: Q4 2021 in Review

AMP Capital Investors sold out of Workiva (WK) in Q4 2021, closing a stake of 4,800 shares — an estimated $677K sold.

AMP Capital Investors first reported a position in WK in Q4 2017 and held it in 9 quarters. The position peaked at $677K in Q3 2021. 318 funds tracked by Wall St. Rank hold WK as of Q4 2021.

AMP Capital Investors reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
AMP Capital Investors sold 4,800 Workiva shares in Q4 2021, an estimated $677K.
AMP Capital Investors first reported a position in Workiva in Q4 2017 and held it in 9 quarters.
AMP Capital Investors's Workiva position peaked at $677K in Q3 2021.
318 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.