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Dynasty Wealth Management’s Workiva WK Stock Holding History

Dynasty Wealth Management’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
-3,890
Closed -$284K – 267
2024
Q2 		$284K Buy
3,890
+1,220
+46% +$96K 0.01% 217
2024
Q1 		$226K Buy
+2,670
New +$240K 0.01% 243

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

Dynasty Wealth Management's WK Position: Q3 2024 in Review

Dynasty Wealth Management sold out of Workiva (WK) in Q3 2024, closing a stake of 3,890 shares — an estimated $284K sold.

Dynasty Wealth Management first reported a position in WK in Q1 2024 and held it in 2 quarters. The position peaked at $284K in Q2 2024. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Dynasty Wealth Management reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,890 Workiva shares in Q3 2024, an estimated $284K.
  • Dynasty Wealth Management first reported a position in Workiva in Q1 2024 and held it in 2 quarters.
  • Dynasty Wealth Management's Workiva position peaked at $284K in Q2 2024.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Dynasty Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.