CG
WK icon

Cutler Group’s Workiva WK Stock Holding History

Cutler Group’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
2021
Q1 		– Hold
0
– – – 6754
2020
Q4 		– Hold
0
– – – 5932
2020
Q3 		– Hold
0
– – – 5679
2020
Q2 		– Sell
-1,000
Closed -$41K – 5361
2020
Q1 		$32K Sell
1,000
-100
-9% -$4.16K ﹤0.01% 2018
2019
Q4 		$46K Sell
1,100
-200
-15% -$8.43K ﹤0.01% 1679
2019
Q3 		$56K Sell
1,300
-660
-34% -$34.8K 0.01% 1455
2019
Q2 		$113K Buy
+1,960
New +$105K 0.01% 1031
2019
Q1 		– Sell
-1,170
Closed -$51.4K – 5231
2018
Q4 		$41K Sell
1,170
-299
-20% -$10.5K 0.01% 1612
2018
Q3 		$58K Buy
1,469
+809
+123% +$25.2K 0.01% 1518
2018
Q2 		$16K Buy
660
+440
+200% +$11.1K ﹤0.01% 2354
2018
Q1 		$5K Sell
220
-1,648
-88% -$37.9K ﹤0.01% 3325
2017
Q4 		$39K Buy
+1,868
New +$41.1K ﹤0.01% 2055
2017
Q3 		– Hold
0
– – – 7093
2017
Q2 		– Hold
0
– – – 7436
2017
Q1 		– Hold
0
– – – 7587
2016
Q4 		– Sell
-1,158
Closed -$17.8K – 7748
2016
Q3 		$20K Buy
+1,158
New +$18.8K ﹤0.01% 3438
2016
Q2 		– Sell
-300
Closed -$3.8K – 7684
2016
Q1 		$3K Buy
+300
New +$3.96K ﹤0.01% 5370

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return