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Arkadios Wealth Advisors’s Workiva WK Stock Holding History

Arkadios Wealth Advisors’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
-6
Closed – – 1783
2021
Q3 		$0 Sell
6
-2
-25% -$271 ﹤0.01% 2076
2021
Q2 		$0 Hold
8
– – ﹤0.01% 2045
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1756
2020
Q4 		$0 Buy
+8
New +$562 ﹤0.01% 1492

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
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

Arkadios Wealth Advisors's WK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Workiva (WK) in Q4 2021, closing a stake of 6 shares.

Arkadios Wealth Advisors first reported a position in WK in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 318 funds tracked by Wall St. Rank hold WK as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 6 Workiva shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Workiva in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Workiva position peaked at $0 in Q3 2021.
  • 318 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.