BTI
WK icon

Blue Trust Inc’s Workiva WK Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-50
Closed -$3.65K – 3007
2024
Q3 		$3.65K Sell
50
-16
-24% -$1.2K ﹤0.01% 2463
2024
Q2 		$5.6K Buy
+66
New +$5.19K ﹤0.01% 2154
2024
Q1 		– Sell
-17
Closed -$2K – 2732
2023
Q4 		$2K Buy
17
+12
+240% +$1.16K ﹤0.01% 2227
2023
Q3 		$1K Buy
+5
New +$520 ﹤0.01% 1978
2023
Q1 		– Sell
-34
Closed -$3K – 2663
2022
Q4 		$3K Buy
+34
New +$2.63K ﹤0.01% 1878

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Trust Inc's WK Position: Q4 2024 in Review

Blue Trust Inc sold out of Workiva (WK) in Q4 2024, closing a stake of 50 shares — an estimated $3.65K sold.

Blue Trust Inc first reported a position in WK in Q4 2022 and held it in 5 quarters. The position peaked at $5.6K in Q2 2024. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Blue Trust Inc reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 50 Workiva shares in Q4 2024, an estimated $3.65K.
  • Blue Trust Inc first reported a position in Workiva in Q4 2022 and held it in 5 quarters.
  • Blue Trust Inc's Workiva position peaked at $5.6K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.