Baird Financial Group
WK icon

Baird Financial Group’s Workiva WK Stock Holding History

Baird Financial Group’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
-2,886
Closed -$293K – 1812
2023
Q4 		$293K Sell
2,886
-124
-4% -$12K ﹤0.01% 1527
2023
Q3 		$305K Sell
3,010
-74
-2% -$7.69K ﹤0.01% 1496
2023
Q2 		$314K Sell
3,084
-331
-10% -$31.8K ﹤0.01% 1490
2023
Q1 		$350K Sell
3,415
-155
-4% -$14K ﹤0.01% 1441
2022
Q4 		$299K Buy
3,570
+675
+23% +$52.3K ﹤0.01% 1456
2022
Q3 		$225K Sell
2,895
-4,574
-61% -$312K ﹤0.01% 1561
2022
Q2 		$493K Sell
7,469
-5,254
-41% -$437K ﹤0.01% 1349
2022
Q1 		$1.5M Sell
12,723
-943
-7% -$104K ﹤0.01% 996
2021
Q4 		$1.78M Buy
13,666
+960
+8% +$135K ﹤0.01% 981
2021
Q3 		$1.79M Buy
12,706
+1,926
+18% +$261K ﹤0.01% 987
2021
Q2 		$1.2M Buy
10,780
+214
+2% +$20.8K ﹤0.01% 1114
2021
Q1 		$933K Buy
10,566
+679
+7% +$67.2K ﹤0.01% 1157
2020
Q4 		$906K Buy
9,887
+1,428
+17% +$100K ﹤0.01% 1041
2020
Q3 		$472K Buy
8,459
+2,620
+45% +$146K ﹤0.01% 1175
2020
Q2 		$312K Buy
+5,839
New +$239K ﹤0.01% 1294

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 $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baird Financial Group's WK Position: Q1 2024 in Review

Baird Financial Group sold out of Workiva (WK) in Q1 2024, closing a stake of 2,886 shares — an estimated $293K sold.

Baird Financial Group first reported a position in WK in Q2 2020 and held it in 15 quarters. The position peaked at $1.79M in Q3 2021. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Baird Financial Group reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 2,886 Workiva shares in Q1 2024, an estimated $293K.
  • Baird Financial Group first reported a position in Workiva in Q2 2020 and held it in 15 quarters.
  • Baird Financial Group's Workiva position peaked at $1.79M in Q3 2021.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.