Baker Avenue Asset Management’s Workiva WK Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-11	Closed	-$1.11K	–	1504
2023 Q3	$1.11K	Hold	11	–	–	﹤0.01%	1251
2023 Q2	$1.12K	Hold	11	–	–	﹤0.01%	1140
2023 Q1	$1.13K	Hold	11	–	–	﹤0.01%	1143
2022 Q4	$924	Buy	+11	New	+$852	﹤0.01%	1122

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Baker Avenue Asset Management's WK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Workiva (WK) in Q4 2023, closing a stake of 11 shares — an estimated $1.11K sold.

Baker Avenue Asset Management first reported a position in WK in Q4 2022 and held it in 4 quarters. The position peaked at $1.13K in Q1 2023. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

Baker Avenue Asset Management reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 11 Workiva shares in Q4 2023, an estimated $1.11K.
Baker Avenue Asset Management first reported a position in Workiva in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Workiva position peaked at $1.13K in Q1 2023.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.