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Berman Capital Advisors’s Workiva WK Stock Holding History

Berman Capital 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
2021
Q3 		$29K Buy
209
+17
+9% +$2.3K ﹤0.01% 874
2021
Q2 		$21K Buy
192
+3
+2% +$291 ﹤0.01% 895
2021
Q1 		$16K Buy
+189
New +$18.7K ﹤0.01% 877

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's WK Position: Q3 2021 in Review

Berman Capital Advisors increased its Workiva (WK) stake by 8.9% in Q3 2021, buying an estimated $2.3K and bringing the position to 209 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Berman Capital Advisors first reported a position in WK in Q1 2021 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold WK as of Q3 2021.

  • Berman Capital Advisors held 209 shares of Workiva worth $29K as of Q3 2021.
  • Berman Capital Advisors bought 17 Workiva shares in Q3 2021, an estimated $2.3K.
  • Workiva made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #874 holding.
  • Berman Capital Advisors first reported a position in Workiva in Q1 2021 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held Workiva as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.