CGH
WK icon

Crossmark Global Holdings’s Workiva WK Stock Holding History

Crossmark Global Holdings’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
Q3 		– Sell
-4,910
Closed -$358K – 1359
2024
Q2 		$358K Buy
4,910
+183
+4% +$14.4K 0.01% 978
2024
Q1 		$401K Buy
4,727
+558
+13% +$50.3K 0.01% 964
2023
Q4 		$423K Buy
4,169
+141
+4% +$13.6K 0.01% 915
2023
Q3 		$408K Sell
4,028
-413
-9% -$42.9K 0.01% 893
2023
Q2 		$466K Buy
4,441
+4
+0.1% +$385 0.01% 886
2023
Q1 		$454K Hold
4,437
– – 0.01% 870
2022
Q4 		$373K Buy
4,437
+442
+11% +$34.3K 0.01% 928
2022
Q3 		$311K Sell
3,995
-135
-3% -$9.22K 0.01% 976
2022
Q2 		$273K Sell
4,130
-700
-14% -$58.3K 0.01% 1074
2022
Q1 		$570K Buy
4,830
+1,986
+70% +$220K 0.01% 846
2021
Q4 		$371K Buy
+2,844
New +$401K 0.01% 1041

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return