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Cetera Advisor Networks’s Workiva WK Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.49M Buy
17,531
+547
+3% +$49.3K 0.01% 1186
2023
Q4 		$1.72M Sell
16,984
-49
-0.3% -$4.73K 0.01% 1040
2023
Q3 		$1.73M Sell
17,033
-695
-4% -$72.2K 0.01% 959
2023
Q2 		$1.8M Sell
17,728
-1,041
-6% -$100K 0.01% 904
2023
Q1 		$1.92M Buy
18,769
+111
+0.6% +$10.1K 0.01% 861
2022
Q4 		$1.57M Buy
+18,658
New +$1.45M 0.01% 934

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisor Networks's WK Position: Q1 2024 in Review

Cetera Advisor Networks increased its Workiva (WK) stake by 3.2% in Q1 2024, buying an estimated $49.3K and bringing the position to 17,531 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1186.

Cetera Advisor Networks first reported a position in WK in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.92M in Q1 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Cetera Advisor Networks held 17,531 shares of Workiva worth $1.49M as of Q1 2024.
  • Cetera Advisor Networks bought 547 Workiva shares in Q1 2024, an estimated $49.3K.
  • Workiva made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1186 holding.
  • Cetera Advisor Networks first reported a position in Workiva in Q4 2022 and has held it in 6 quarters since.
  • Cetera Advisor Networks's Workiva position peaked at $1.92M in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.