Disciplined Investments’s Workiva WK Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-2	Closed	-$203	–	1552
2023 Q2	$203	Hold	2	–	–	﹤0.01%	1497
2023 Q1	$205	Buy	+2	New	+$181	﹤0.01%	1478

Other funds holding WK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Disciplined Investments's WK Position: Q3 2023 in Review

Disciplined Investments sold out of Workiva (WK) in Q3 2023, closing a stake of 2 shares — an estimated $203 sold.

Disciplined Investments first reported a position in WK in Q1 2023 and held it in 2 quarters. The position peaked at $205 in Q1 2023. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

Disciplined Investments reported no remaining Workiva position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2 Workiva shares in Q3 2023, an estimated $203.
Disciplined Investments first reported a position in Workiva in Q1 2023 and held it in 2 quarters.
Disciplined Investments's Workiva position peaked at $205 in Q1 2023.
332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.