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Atria Wealth Solutions’s Workiva WK Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-2,162
Closed -$237K – 2093
2024
Q4 		$237K Buy
+2,162
New +$199K ﹤0.01% 1707
2024
Q2 		– Sell
-2,395
Closed -$203K – 2075
2024
Q1 		$203K Sell
2,395
-80
-3% -$7.21K ﹤0.01% 1827
2023
Q4 		$251K Buy
2,475
+13
+0.5% +$1.25K ﹤0.01% 1626
2023
Q3 		$249K Sell
2,462
-50
-2% -$5.2K ﹤0.01% 1538
2023
Q2 		$255K Sell
2,512
-7
-0.3% -$673 ﹤0.01% 1539
2023
Q1 		$258K Sell
2,519
-133
-5% -$12.1K ﹤0.01% 1510
2022
Q4 		$223K Sell
2,652
-442
-14% -$34.3K ﹤0.01% 1542
2022
Q3 		$241K Buy
+3,094
New +$211K ﹤0.01% 1446
2022
Q2 		– Sell
-1,937
Closed -$229K – 1907
2022
Q1 		$229K Buy
+1,937
New +$214K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Wealth Solutions's WK Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Workiva (WK) in Q1 2025, closing a stake of 2,162 shares — an estimated $237K sold.

Atria Wealth Solutions first reported a position in WK in Q1 2022 and held it in 9 quarters. The position peaked at $258K in Q1 2023. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,162 Workiva shares in Q1 2025, an estimated $237K.
  • Atria Wealth Solutions first reported a position in Workiva in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Workiva position peaked at $258K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.