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Arcadia Investment Management’s Workiva WK Stock Holding History

Arcadia 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
2024
Q2 		– Sell
-207
Closed -$17.6K – 330
2024
Q1 		$17.6K Sell
207
-1
-0.5% -$90 ﹤0.01% 250
2023
Q4 		$21.1K Buy
208
+20
+11% +$1.93K ﹤0.01% 256
2023
Q3 		$19.1K Hold
188
– – ﹤0.01% 260
2023
Q2 		$19.1K Sell
188
-106
-36% -$10.2K ﹤0.01% 274
2023
Q1 		$30.1K Buy
294
+167
+131% +$15.1K 0.01% 262
2022
Q4 		$10.7K Buy
+127
New +$9.84K ﹤0.01% 307

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Arcadia Investment Management's WK Position: Q2 2024 in Review

Arcadia Investment Management sold out of Workiva (WK) in Q2 2024, closing a stake of 207 shares — an estimated $17.6K sold.

Arcadia Investment Management first reported a position in WK in Q4 2022 and held it in 6 quarters. The position peaked at $30.1K in Q1 2023. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Arcadia Investment Management reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 207 Workiva shares in Q2 2024, an estimated $17.6K.
  • Arcadia Investment Management first reported a position in Workiva in Q4 2022 and held it in 6 quarters.
  • Arcadia Investment Management's Workiva position peaked at $30.1K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Arcadia Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.