Commerce Bank’s Workiva WK Stock Holding History

Commerce Bank’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 Q3	–	Sell	-5,075	Closed	-$516K	–	1183
2023 Q2	$516K	Sell	5,075 -218	-4%	-$21K	﹤0.01%	792
2023 Q1	$542K	Buy	5,293 +218	+4%	+$19.8K	﹤0.01%	772
2022 Q4	$426K	Buy	+5,075	New	+$393K	﹤0.01%	855

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commerce Bank's WK Position: Q3 2023 in Review

Commerce Bank sold out of Workiva (WK) in Q3 2023, closing a stake of 5,075 shares — an estimated $516K sold.

Commerce Bank first reported a position in WK in Q4 2022 and held it in 3 quarters. The position peaked at $542K in Q1 2023. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

Commerce Bank reported no remaining Workiva position as of Q3 2023 after selling out during the quarter.
Commerce Bank sold 5,075 Workiva shares in Q3 2023, an estimated $516K.
Commerce Bank first reported a position in Workiva in Q4 2022 and held it in 3 quarters.
Commerce Bank's Workiva position peaked at $542K in Q1 2023.
332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on Commerce Bank's 13F filing for Q3 2023, filed 14 Nov 2023.