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Collaborative Holdings Management’s Workiva WK Stock Holding History

Collaborative Holdings 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
Q3 		– Sell
-70,000
Closed -$7.79M – 24
2021
Q2 		$7.79M Hold
70,000
– – 3.76% 11
2021
Q1 		$6.18M Buy
+70,000
New +$6.93M 3.41% 11

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Collaborative Holdings Management's WK Position: Q3 2021 in Review

Collaborative Holdings Management sold out of Workiva (WK) in Q3 2021, closing a stake of 70,000 shares — an estimated $7.79M sold.

Collaborative Holdings Management first reported a position in WK in Q1 2021 and held it in 2 quarters. The position peaked at $7.79M in Q2 2021. 281 funds tracked by Wall St. Rank hold WK as of Q3 2021.

  • Collaborative Holdings Management reported no remaining Workiva position as of Q3 2021 after selling out during the quarter.
  • Collaborative Holdings Management sold 70,000 Workiva shares in Q3 2021, an estimated $7.79M.
  • Collaborative Holdings Management first reported a position in Workiva in Q1 2021 and held it in 2 quarters.
  • Collaborative Holdings Management's Workiva position peaked at $7.79M in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Workiva as of Q3 2021.

Based on Collaborative Holdings Management's 13F filing for Q3 2021, filed 15 Nov 2021.