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Congress Wealth Management’s Workiva WK Stock Holding History

Congress Wealth 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
2024
Q4 		– Sell
-4,125
Closed -$326K – 937
2024
Q3 		$326K Buy
+4,125
New +$310K ﹤0.01% 713

Other funds holding WK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's WK Position: Q4 2024 in Review

Congress Wealth Management sold out of Workiva (WK) in Q4 2024, closing a stake of 4,125 shares — an estimated $326K sold.

Congress Wealth Management first reported a position in WK in Q3 2024 and held it in 1 quarter. The position peaked at $326K in Q3 2024. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Congress Wealth Management reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 4,125 Workiva shares in Q4 2024, an estimated $326K.
  • Congress Wealth Management first reported a position in Workiva in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Workiva position peaked at $326K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.