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Contravisory Investment Management’s Workiva WK Stock Holding History

Contravisory Investment 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
Q1 		– Sell
-2,258
Closed -$229K – 396
2023
Q4 		$229K Sell
2,258
-18
-0.8% -$1.74K 0.06% 191
2023
Q3 		$231K Buy
2,276
+30
+1% +$3.12K 0.07% 180
2023
Q2 		$228K Buy
+2,246
New +$216K 0.06% 193

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Contravisory Investment Management's WK Position: Q1 2024 in Review

Contravisory Investment Management sold out of Workiva (WK) in Q1 2024, closing a stake of 2,258 shares — an estimated $229K sold.

Contravisory Investment Management first reported a position in WK in Q2 2023 and held it in 3 quarters. The position peaked at $231K in Q3 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Contravisory Investment Management reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 2,258 Workiva shares in Q1 2024, an estimated $229K.
  • Contravisory Investment Management first reported a position in Workiva in Q2 2023 and held it in 3 quarters.
  • Contravisory Investment Management's Workiva position peaked at $231K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.