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Clear Creek Financial Management’s Workiva WK Stock Holding History

Clear Creek Financial 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
2021
Q1 		– Sell
-12,423
Closed -$1.14M – 268
2020
Q4 		$1.14M Buy
+12,423
New +$872K 0.22% 104

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Clear Creek Financial Management's WK Position: Q1 2021 in Review

Clear Creek Financial Management sold out of Workiva (WK) in Q1 2021, closing a stake of 12,423 shares — an estimated $1.14M sold.

Clear Creek Financial Management first reported a position in WK in Q4 2020 and held it in 1 quarter. The position peaked at $1.14M in Q4 2020. 238 funds tracked by Wall St. Rank hold WK as of Q1 2021.

  • Clear Creek Financial Management reported no remaining Workiva position as of Q1 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 12,423 Workiva shares in Q1 2021, an estimated $1.14M.
  • Clear Creek Financial Management first reported a position in Workiva in Q4 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's Workiva position peaked at $1.14M in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Workiva as of Q1 2021.

Based on Clear Creek Financial Management's 13F filing for Q1 2021, filed 23 Apr 2021.