Duality Advisers’s Workiva WK Stock Holding History

Duality Advisers’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
2022 Q1	–	Sell	-3,217	Closed	-$420K	–	848
2021 Q4	$420K	Buy	+3,217	New	+$454K	0.05%	418
2021 Q2	–	Sell	-19,313	Closed	-$1.71M	–	744
2021 Q1	$1.71M	Buy	+19,313	New	+$1.91M	0.15%	248
2020 Q4	–	Sell	-8,600	Closed	-$480K	–	753
2020 Q3	$480K	Buy	+8,600	New	+$479K	0.03%	475

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Duality Advisers's WK Position: Q1 2022 in Review

Duality Advisers sold out of Workiva (WK) in Q1 2022, closing a stake of 3,217 shares — an estimated $420K sold.

Duality Advisers first reported a position in WK in Q3 2020 and held it in 3 quarters. The position peaked at $1.71M in Q1 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

Duality Advisers reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
Duality Advisers sold 3,217 Workiva shares in Q1 2022, an estimated $420K.
Duality Advisers first reported a position in Workiva in Q3 2020 and held it in 3 quarters.
Duality Advisers's Workiva position peaked at $1.71M in Q1 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Duality Advisers's 13F filing for Q1 2022, filed 9 May 2022.