Bellwether Advisors’s Workiva WK Stock Holding History

Bellwether 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
2022 Q2	–	Sell	-40	Closed	-$4K	–	591
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	396
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	410
2021 Q3	$5K	Buy	+40	New	+$5.42K	﹤0.01%	375

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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

Bellwether Advisors's WK Position: Q2 2022 in Review

Bellwether Advisors sold out of Workiva (WK) in Q2 2022, closing a stake of 40 shares — an estimated $4K sold.

Bellwether Advisors first reported a position in WK in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

Bellwether Advisors reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
Bellwether Advisors sold 40 Workiva shares in Q2 2022, an estimated $4K.
Bellwether Advisors first reported a position in Workiva in Q3 2021 and held it in 3 quarters.
Bellwether Advisors's Workiva position peaked at $5K in Q4 2021.
251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.