Confluence Wealth Services’s Workiva WK Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-205	Closed	-$26K	–	1171
2021 Q4	$26K	Buy	+205	New	+$28.9K	0.01%	663

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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

CIP

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

Confluence Wealth Services's WK Position: Q1 2022 in Review

Confluence Wealth Services sold out of Workiva (WK) in Q1 2022, closing a stake of 205 shares — an estimated $26K sold.

Confluence Wealth Services first reported a position in WK in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

Confluence Wealth Services reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 205 Workiva shares in Q1 2022, an estimated $26K.
Confluence Wealth Services first reported a position in Workiva in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Workiva position peaked at $26K in Q4 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.