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Avior Wealth Management’s Workiva WK Stock Holding History

Avior Wealth Management’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
-4
Closed -$438 – 2338
2024
Q4 		$438 Hold
4
– – ﹤0.01% 2303
2024
Q3 		$316 Sell
4
-24
-86% -$1.8K ﹤0.01% 2202
2024
Q2 		$2.04K Sell
28
-438
-94% -$34.5K ﹤0.01% 1939
2024
Q1 		$39.5K Buy
+466
New +$42K ﹤0.01% 1319

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

Avior Wealth Management's WK Position: Q1 2025 in Review

Avior Wealth Management sold out of Workiva (WK) in Q1 2025, closing a stake of 4 shares — an estimated $438 sold.

Avior Wealth Management first reported a position in WK in Q1 2024 and held it in 4 quarters. The position peaked at $39.5K in Q1 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Avior Wealth Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4 Workiva shares in Q1 2025, an estimated $438.
  • Avior Wealth Management first reported a position in Workiva in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Workiva position peaked at $39.5K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.