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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 		– Sell
-300
Closed -$9K – 6398
2020
Q4 		$9K Buy
+300
New +$21.1K ﹤0.01% 3296
2020
Q3 		– Sell
-28,300
Closed -$40K – 5319
2020
Q2 		$40K Buy
+28,300
New +$1.16M ﹤0.01% 1907
2019
Q3 		– Sell
-9,300
Closed -$37K – 4794
2019
Q2 		$37K Buy
9,300
+8,100
+675% +$434K ﹤0.01% 1779
2019
Q1 		$4K Buy
1,200
+600
+100% +$26.4K ﹤0.01% 3093
2018
Q4 		$3K Buy
600
+400
+200% +$14.1K ﹤0.01% 3251
2018
Q3 		$2K Buy
+200
New +$6.22K ﹤0.01% 3598
2018
Q2 		– Sell
-4,900
Closed -$7K – 4991
2018
Q1 		$7K Buy
+4,900
New +$113K ﹤0.01% 3084
2017
Q4 		– Sell
-8,800
Closed -$61K – 6069
2017
Q3 		$61K Sell
8,800
-200
-2% -$3.96K ﹤0.01% 2067
2017
Q2 		$14K Buy
9,000
+7,200
+400% +$127K ﹤0.01% 3830
2017
Q1 		$2K Buy
+1,800
New +$25.3K ﹤0.01% 5582
2016
Q4 		– Sell
-4,800
Closed -$15K – 7431
2016
Q3 		$15K Sell
4,800
-900
-16% -$14.6K ﹤0.01% 3745
2016
Q2 		$9K Buy
5,700
+3,800
+200% +$48.2K ﹤0.01% 4317
2016
Q1 		$2K Buy
+1,900
New +$25K ﹤0.01% 5695

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Cutler Group's WK Position: Q2 2020 in Review

Cutler Group sold out of Workiva (WK) in Q2 2020, closing a stake of 1,000 shares — an estimated $41K sold.

Cutler Group first reported a position in WK in Q1 2016 and held it in 11 quarters. The position peaked at $113K in Q2 2019. 178 funds tracked by Wall St. Rank hold WK as of Q2 2020.

  • Cutler Group reported no remaining Workiva position as of Q2 2020 after selling out during the quarter.
  • Cutler Group sold 1,000 Workiva shares in Q2 2020, an estimated $41K.
  • Cutler Group first reported a position in Workiva in Q1 2016 and held it in 11 quarters.
  • Cutler Group's Workiva position peaked at $113K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Workiva as of Q2 2020.

Based on Cutler Group's 13F filing for Q2 2020, filed 22 Jul 2020.