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Annapolis Financial Services’s Workiva WK Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-67
Closed -$5K – 537
2022
Q3 		$5K Buy
+67
New +$4.58K ﹤0.01% 403

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Annapolis Financial Services's WK Position: Q4 2022 in Review

Annapolis Financial Services sold out of Workiva (WK) in Q4 2022, closing a stake of 67 shares — an estimated $5K sold.

Annapolis Financial Services first reported a position in WK in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

  • Annapolis Financial Services reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 67 Workiva shares in Q4 2022, an estimated $5K.
  • Annapolis Financial Services first reported a position in Workiva in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's Workiva position peaked at $5K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.