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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Crossmark Global Holdings's WK Position: Q3 2024 in Review

Crossmark Global Holdings sold out of Workiva (WK) in Q3 2024, closing a stake of 4,910 shares — an estimated $358K sold.

Crossmark Global Holdings first reported a position in WK in Q4 2021 and held it in 11 quarters. The position peaked at $570K in Q1 2022. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Crossmark Global Holdings reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,910 Workiva shares in Q3 2024, an estimated $358K.
  • Crossmark Global Holdings first reported a position in Workiva in Q4 2021 and held it in 11 quarters.
  • Crossmark Global Holdings's Workiva position peaked at $570K in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Crossmark Global Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.