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Anchor Investment Management’s Workiva WK Stock Holding History

Anchor 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
2020
Q3 		– Sell
-116
Closed -$6.21K – 944
2020
Q2 		$6.21K Buy
+116
New +$4.75K ﹤0.01% 683

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Anchor Investment Management's WK Position: Q3 2020 in Review

Anchor Investment Management sold out of Workiva (WK) in Q3 2020, closing a stake of 116 shares — an estimated $6.21K sold.

Anchor Investment Management first reported a position in WK in Q2 2020 and held it in 1 quarter. The position peaked at $6.21K in Q2 2020. 186 funds tracked by Wall St. Rank hold WK as of Q3 2020.

  • Anchor Investment Management reported no remaining Workiva position as of Q3 2020 after selling out during the quarter.
  • Anchor Investment Management sold 116 Workiva shares in Q3 2020, an estimated $6.21K.
  • Anchor Investment Management first reported a position in Workiva in Q2 2020 and held it in 1 quarter.
  • Anchor Investment Management's Workiva position peaked at $6.21K in Q2 2020.
  • 186 funds tracked by Wall St. Rank held Workiva as of Q3 2020.

Based on Anchor Investment Management's 13F filing for Q3 2020, filed 2 Jan 2024.