CM Wealth Advisors’s Workiva WK Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-5,356	Closed	-$503K	–	432
2023 Q1	$503K	Buy	+5,356	New	+$485K	0.1%	256

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

CM Wealth Advisors's WK Position: Q2 2023 in Review

CM Wealth Advisors sold out of Workiva (WK) in Q2 2023, closing a stake of 5,356 shares — an estimated $503K sold.

CM Wealth Advisors first reported a position in WK in Q1 2023 and held it in 1 quarter. The position peaked at $503K in Q1 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

CM Wealth Advisors reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,356 Workiva shares in Q2 2023, an estimated $503K.
CM Wealth Advisors first reported a position in Workiva in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Workiva position peaked at $503K in Q1 2023.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.