Eagle Bay Advisors’s Workiva WK Stock Holding History

Eagle Bay Advisors’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	-41	Closed	-$5K	–	977
2021 Q4	$5K	Sell	41 -41	-50%	-$5.78K	﹤0.01%	809
2021 Q3	$12K	Buy	82 +40	+95%	+$5.42K	0.01%	712
2021 Q2	$5K	Buy	+42	New	+$4.08K	﹤0.01%	756

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

Eagle Bay Advisors's WK Position: Q1 2022 in Review

Eagle Bay Advisors sold out of Workiva (WK) in Q1 2022, closing a stake of 41 shares — an estimated $5K sold.

Eagle Bay Advisors first reported a position in WK in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

Eagle Bay Advisors reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
Eagle Bay Advisors sold 41 Workiva shares in Q1 2022, an estimated $5K.
Eagle Bay Advisors first reported a position in Workiva in Q2 2021 and held it in 3 quarters.
Eagle Bay Advisors's Workiva position peaked at $12K in Q3 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Eagle Bay Advisors's 13F filing for Q1 2022, filed 11 May 2022.