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Avantax Advisory Services’s Workiva WK Stock Holding History

Avantax Advisory Services’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
Q2 		– Sell
-2,867
Closed -$218K – 2443
2025
Q1 		$218K Buy
2,867
+846
+42% +$79.9K ﹤0.01% 2053
2024
Q4 		$221K Buy
+2,021
New +$186K ﹤0.01% 1994

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Avantax Advisory Services's WK Position: Q2 2025 in Review

Avantax Advisory Services sold out of Workiva (WK) in Q2 2025, closing a stake of 2,867 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in WK in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Avantax Advisory Services reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 2,867 Workiva shares in Q2 2025, an estimated $218K.
  • Avantax Advisory Services first reported a position in Workiva in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Workiva position peaked at $221K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.