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Convergence Investment Partners’s Workiva WK Stock Holding History

Convergence Investment Partners’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
Q4 		– Sell
-2,459
Closed -$347K – 260
2021
Q3 		$347K Buy
+2,459
New +$333K 0.19% 126
2019
Q4 		– Sell
-3,952
Closed -$173K – 323
2019
Q3 		$173K Sell
3,952
-941
-19% -$49.6K 0.05% 224
2019
Q2 		$284K Buy
+4,893
New +$262K 0.07% 204

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RP
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William Blair Investment Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Convergence Investment Partners's WK Position: Q4 2021 in Review

Convergence Investment Partners sold out of Workiva (WK) in Q4 2021, closing a stake of 2,459 shares — an estimated $347K sold.

Convergence Investment Partners first reported a position in WK in Q2 2019 and held it in 3 quarters. The position peaked at $347K in Q3 2021. 317 funds tracked by Wall St. Rank hold WK as of Q4 2021.

  • Convergence Investment Partners reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
  • Convergence Investment Partners sold 2,459 Workiva shares in Q4 2021, an estimated $347K.
  • Convergence Investment Partners first reported a position in Workiva in Q2 2019 and held it in 3 quarters.
  • Convergence Investment Partners's Workiva position peaked at $347K in Q3 2021.
  • 317 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on Convergence Investment Partners's 13F filing for Q4 2021, filed 25 Jan 2022.