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Blueshift Asset Management’s Workiva WK Stock Holding History

Blueshift 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
2022
Q1 		– Sell
-5,084
Closed -$663K – 1159
2021
Q4 		$663K Buy
+5,084
New +$717K 0.06% 389
2021
Q1 		– Sell
-11,308
Closed -$1.04M – 1098
2020
Q4 		$1.04M Buy
+11,308
New +$794K 0.12% 257
2019
Q4 		– Sell
-10,793
Closed -$473K – 1062
2019
Q3 		$473K Buy
+10,793
New +$569K 0.07% 388

Other funds holding WK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Blueshift Asset Management's WK Position: Q1 2022 in Review

Blueshift Asset Management sold out of Workiva (WK) in Q1 2022, closing a stake of 5,084 shares — an estimated $663K sold.

Blueshift Asset Management first reported a position in WK in Q3 2019 and held it in 3 quarters. The position peaked at $1.04M in Q4 2020. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Blueshift Asset Management reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Blueshift Asset Management sold 5,084 Workiva shares in Q1 2022, an estimated $663K.
  • Blueshift Asset Management first reported a position in Workiva in Q3 2019 and held it in 3 quarters.
  • Blueshift Asset Management's Workiva position peaked at $1.04M in Q4 2020.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Blueshift Asset Management's 13F filing for Q1 2022, filed 12 May 2022.