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Banque Pictet & Cie’s Workiva WK Stock Holding History

Banque Pictet & Cie’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
Q1 		– Sell
-25,000
Closed -$2.1M – 629
2022
Q4 		$2.1M Hold
25,000
– – 0.02% 280
2022
Q3 		$1.95M Hold
25,000
– – 0.02% 292
2022
Q2 		$1.65M Hold
25,000
– – 0.02% 337
2022
Q1 		$2.95M Buy
+25,000
New +$2.76M 0.02% 263

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Banque Pictet & Cie's WK Position: Q1 2023 in Review

Banque Pictet & Cie sold out of Workiva (WK) in Q1 2023, closing a stake of 25,000 shares — an estimated $2.1M sold.

Banque Pictet & Cie first reported a position in WK in Q1 2022 and held it in 4 quarters. The position peaked at $2.95M in Q1 2022. 310 funds tracked by Wall St. Rank hold WK as of Q1 2023.

  • Banque Pictet & Cie reported no remaining Workiva position as of Q1 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 25,000 Workiva shares in Q1 2023, an estimated $2.1M.
  • Banque Pictet & Cie first reported a position in Workiva in Q1 2022 and held it in 4 quarters.
  • Banque Pictet & Cie's Workiva position peaked at $2.95M in Q1 2022.
  • 310 funds tracked by Wall St. Rank held Workiva as of Q1 2023.

Based on Banque Pictet & Cie's 13F filing for Q1 2023, filed 1 May 2023.