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Cherry Tree Wealth Management’s Workiva WK Stock Holding History

Cherry Tree Wealth 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
2024
Q1 		– Sell
-53
Closed -$5.38K – 624
2023
Q4 		$5.38K Hold
53
– – ﹤0.01% 425
2023
Q3 		$5.37K Hold
53
– – ﹤0.01% 397
2023
Q2 		$5.39K Buy
+53
New +$5.1K ﹤0.01% 391

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

Cherry Tree Wealth Management's WK Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Workiva (WK) in Q1 2024, closing a stake of 53 shares — an estimated $5.38K sold.

Cherry Tree Wealth Management first reported a position in WK in Q2 2023 and held it in 3 quarters. The position peaked at $5.39K in Q2 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 53 Workiva shares in Q1 2024, an estimated $5.38K.
  • Cherry Tree Wealth Management first reported a position in Workiva in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Workiva position peaked at $5.39K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.