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Arlington Financial Advisors’s Workiva WK Stock Holding History

Arlington Financial 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
-1,500
Closed -$211K – 85
2021
Q3 		$211K Buy
+1,500
New +$203K 0.08% 58

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T. Rowe Price Associates
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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

Arlington Financial Advisors's WK Position: Q4 2021 in Review

Arlington Financial Advisors sold out of Workiva (WK) in Q4 2021, closing a stake of 1,500 shares — an estimated $211K sold.

Arlington Financial Advisors first reported a position in WK in Q3 2021 and held it in 1 quarter. The position peaked at $211K in Q3 2021. 318 funds tracked by Wall St. Rank hold WK as of Q4 2021.

  • Arlington Financial Advisors reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
  • Arlington Financial Advisors sold 1,500 Workiva shares in Q4 2021, an estimated $211K.
  • Arlington Financial Advisors first reported a position in Workiva in Q3 2021 and held it in 1 quarter.
  • Arlington Financial Advisors's Workiva position peaked at $211K in Q3 2021.
  • 318 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on Arlington Financial Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.