Crewe Advisors’s Workiva WK Stock Holding History

Crewe 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
2023 Q4	–	Sell	-2	Closed	-$203	–	703
2023 Q3	$203	Hold	2	–	–	﹤0.01%	446
2023 Q2	$204	Buy	+2	New	+$192	﹤0.01%	713
2022 Q4	–	Sell	-42	Closed	-$3K	–	1302
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	1000
2022 Q2	$3K	Buy	+42	New	+$3.5K	﹤0.01%	935

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Crewe Advisors's WK Position: Q4 2023 in Review

Crewe Advisors sold out of Workiva (WK) in Q4 2023, closing a stake of 2 shares — an estimated $203 sold.

Crewe Advisors first reported a position in WK in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

Crewe Advisors reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Workiva shares in Q4 2023, an estimated $203.
Crewe Advisors first reported a position in Workiva in Q2 2022 and held it in 4 quarters.
Crewe Advisors's Workiva position peaked at $3K in Q3 2022.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.