Corient Private Wealth’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Corient Private Wealth’s Portfolio WKME Stock Details WKME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,629	Closed	-$176K	–	2577
2024 Q2	$176K	Hold	12,629	–	–	﹤0.01%	2140
2024 Q1	$109K	Buy	12,629 +650	+5%	+$6.33K	﹤0.01%	2181
2023 Q4	$128K	Hold	11,979	–	–	﹤0.01%	2133
2023 Q3	$114K	Hold	11,979	–	–	﹤0.01%	2006
2023 Q2	$115K	Sell	11,979 -3,030	-20%	-$29.4K	﹤0.01%	1961
2023 Q1	$160K	Buy	+15,009	New	+$153K	﹤0.01%	1828

Other funds holding WKME

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Corient Private Wealth's WKME Position: Q3 2024 in Review

Corient Private Wealth sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 12,629 shares — an estimated $176K sold.

Corient Private Wealth first reported a position in WKME in Q1 2023 and held it in 6 quarters. The position peaked at $176K in Q2 2024. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

Corient Private Wealth reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
Corient Private Wealth sold 12,629 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $176K.
Corient Private Wealth first reported a position in WalkMe Ltd. Ordinary Shares in Q1 2023 and held it in 6 quarters.
Corient Private Wealth's WalkMe Ltd. Ordinary Shares position peaked at $176K in Q2 2024.
5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.