CWA
WK icon

Cornerstone Wealth Advisors’s Workiva WK Stock Holding History

Cornerstone Wealth Advisors’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
Q2 		– Sell
-2,450
Closed -$289K – 45
2022
Q1 		$289K Hold
2,450
– – 0.1% 38
2021
Q4 		$320K Sell
2,450
-285
-10% -$40.2K 0.11% 36
2021
Q3 		$386K Hold
2,735
– – 0.14% 32
2021
Q2 		$309K Hold
2,735
– – 0.11% 33
2021
Q1 		$241K Buy
+2,735
New +$271K 0.09% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cornerstone Wealth Advisors's WK Position: Q2 2022 in Review

Cornerstone Wealth Advisors sold out of Workiva (WK) in Q2 2022, closing a stake of 2,450 shares — an estimated $289K sold.

Cornerstone Wealth Advisors first reported a position in WK in Q1 2021 and held it in 5 quarters. The position peaked at $386K in Q3 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • Cornerstone Wealth Advisors reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Wealth Advisors sold 2,450 Workiva shares in Q2 2022, an estimated $289K.
  • Cornerstone Wealth Advisors first reported a position in Workiva in Q1 2021 and held it in 5 quarters.
  • Cornerstone Wealth Advisors's Workiva position peaked at $386K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.