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Belpointe Asset Management’s Workiva WK Stock Holding History

Belpointe 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
Q2 		– Sell
-346
Closed -$35.4K – 3371
2023
Q1 		$35.4K Buy
346
+198
+134% +$17.9K ﹤0.01% 1928
2022
Q4 		$12.4K Buy
+148
New +$11.5K ﹤0.01% 2495

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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Belpointe Asset Management's WK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Workiva (WK) in Q2 2023, closing a stake of 346 shares — an estimated $35.4K sold.

Belpointe Asset Management first reported a position in WK in Q4 2022 and held it in 2 quarters. The position peaked at $35.4K in Q1 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 346 Workiva shares in Q2 2023, an estimated $35.4K.
  • Belpointe Asset Management first reported a position in Workiva in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Workiva position peaked at $35.4K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.