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Battery Global Advisors’s Workiva WK Stock Holding History

Battery Global Advisors’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
Q2 		– Sell
-10
Closed -$848 – 41
2024
Q1 		$848 Hold
10
– – ﹤0.01% 34
2023
Q4 		$1.01K Buy
+10
New +$964 ﹤0.01% 39

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Battery Global Advisors's WK Position: Q2 2024 in Review

Battery Global Advisors sold out of Workiva (WK) in Q2 2024, closing a stake of 10 shares — an estimated $848 sold.

Battery Global Advisors first reported a position in WK in Q4 2023 and held it in 2 quarters. The position peaked at $1.01K in Q4 2023. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Battery Global Advisors reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Battery Global Advisors sold 10 Workiva shares in Q2 2024, an estimated $848.
  • Battery Global Advisors first reported a position in Workiva in Q4 2023 and held it in 2 quarters.
  • Battery Global Advisors's Workiva position peaked at $1.01K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Battery Global Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.