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C.M. Bidwell & Associates’s Workiva WK Stock Holding History

C.M. Bidwell & Associates’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
-1,400
Closed -$183K – 616
2021
Q4 		$183K Sell
1,400
-728
-34% -$103K 0.11% 178
2021
Q3 		$300K Buy
2,128
+318
+18% +$43.1K 0.2% 88
2021
Q2 		$202K Buy
+1,810
New +$176K 0.13% 144

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
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

C.M. Bidwell & Associates's WK Position: Q1 2022 in Review

C.M. Bidwell & Associates sold out of Workiva (WK) in Q1 2022, closing a stake of 1,400 shares — an estimated $183K sold.

C.M. Bidwell & Associates first reported a position in WK in Q2 2021 and held it in 3 quarters. The position peaked at $300K in Q3 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • C.M. Bidwell & Associates reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,400 Workiva shares in Q1 2022, an estimated $183K.
  • C.M. Bidwell & Associates first reported a position in Workiva in Q2 2021 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Workiva position peaked at $300K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2022, filed 29 Apr 2022.