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Benjamin F. Edwards & Company’s Workiva WK Stock Holding History

Benjamin F. Edwards & Company’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 		$171K Buy
2,347
+179
+8% +$14.1K ﹤0.01% 956
2024
Q1 		$184K Buy
2,168
+67
+3% +$6.04K ﹤0.01% 936
2023
Q4 		$213K Buy
+2,101
New +$203K ﹤0.01% 866

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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Benjamin F. Edwards & Company's WK Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Workiva (WK) stake by 8.3% in Q2 2024, buying an estimated $14.1K and bringing the position to 2,347 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Benjamin F. Edwards & Company first reported a position in WK in Q4 2023 and has held it in 3 quarters since. The position peaked at $213K in Q4 2023. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,347 shares of Workiva worth $171K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 179 Workiva shares in Q2 2024, an estimated $14.1K.
  • Workiva made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #956 holding.
  • Benjamin F. Edwards & Company first reported a position in Workiva in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Workiva position peaked at $213K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.