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AtonRa Partners’s Workiva WK Stock Holding History

AtonRa Partners’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
2023
Q4 		$266K Sell
2,618
-401
-13% -$38.7K 0.53% 83
2023
Q3 		$306K Sell
3,019
-771
-20% -$80.1K 0.64% 74
2023
Q2 		$385K Sell
3,790
-755
-17% -$72.6K 0.6% 78
2023
Q1 		$465K Buy
+4,545
New +$412K 0.68% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

AtonRa Partners's WK Position: Q4 2023 in Review

AtonRa Partners reduced its Workiva (WK) stake by 13% in Q4 2023, selling an estimated $38.7K and leaving 2,618 shares worth $266K. The position accounts for 0.53% of the portfolio, ranked #83.

AtonRa Partners first reported a position in WK in Q1 2023 and has held it in 4 quarters since. The position peaked at $465K in Q1 2023. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

  • AtonRa Partners held 2,618 shares of Workiva worth $266K as of Q4 2023.
  • AtonRa Partners sold 401 Workiva shares in Q4 2023, an estimated $38.7K.
  • Workiva made up 0.53% of AtonRa Partners's portfolio in Q4 2023, its #83 holding.
  • AtonRa Partners first reported a position in Workiva in Q1 2023 and has held it in 4 quarters since.
  • AtonRa Partners's Workiva position peaked at $465K in Q1 2023.
  • 324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.