CPA
WK icon

Capital Performance Advisors’s Workiva WK Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-40
Closed -$3.17K – 2688
2024
Q3 		$3.17K Buy
+40
New +$3K ﹤0.01% 1333

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

Capital Performance Advisors's WK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Workiva (WK) in Q4 2024, closing a stake of 40 shares — an estimated $3.17K sold.

Capital Performance Advisors first reported a position in WK in Q3 2024 and held it in 1 quarter. The position peaked at $3.17K in Q3 2024. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 40 Workiva shares in Q4 2024, an estimated $3.17K.
  • Capital Performance Advisors first reported a position in Workiva in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Workiva position peaked at $3.17K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.