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B. Metzler seel. Sohn & Co’s Workiva WK Stock Holding History

B. Metzler seel. Sohn & Co’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
2024
Q1 		– Sell
-67,000
Closed -$6.8M – 780
2023
Q4 		$6.8M Buy
67,000
+14,000
+26% +$1.35M 0.09% 134
2023
Q3 		$5.37M Buy
+53,000
New +$5.51M 0.08% 148
2022
Q2 		– Sell
-2,121
Closed -$250K – 777
2022
Q1 		$250K Buy
+2,121
New +$234K ﹤0.01% 723

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WK Position: Q1 2024 in Review

B. Metzler seel. Sohn & Co sold out of Workiva (WK) in Q1 2024, closing a stake of 67,000 shares — an estimated $6.8M sold.

B. Metzler seel. Sohn & Co first reported a position in WK in Q1 2022 and held it in 3 quarters. The position peaked at $6.8M in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • B. Metzler seel. Sohn & Co reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 67,000 Workiva shares in Q1 2024, an estimated $6.8M.
  • B. Metzler seel. Sohn & Co first reported a position in Workiva in Q1 2022 and held it in 3 quarters.
  • B. Metzler seel. Sohn & Co's Workiva position peaked at $6.8M in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2024, filed 15 May 2024.