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Ellevest Inc’s Workiva WK Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-54
Closed -$5.53K – 1635
2023
Q1 		$5.53K Hold
54
– – ﹤0.01% 1178
2022
Q4 		$4.53K Buy
54
+10
+23% +$775 ﹤0.01% 1207
2022
Q3 		$3K Buy
+44
New +$3K ﹤0.01% 1303
2022
Q2 		– Sell
-10
Closed -$1K – 1716
2022
Q1 		$1K Buy
+10
New +$1.1K ﹤0.01% 1355

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ellevest Inc's WK Position: Q2 2023 in Review

Ellevest Inc sold out of Workiva (WK) in Q2 2023, closing a stake of 54 shares — an estimated $5.53K sold.

Ellevest Inc first reported a position in WK in Q1 2022 and held it in 4 quarters. The position peaked at $5.53K in Q1 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • Ellevest Inc reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 54 Workiva shares in Q2 2023, an estimated $5.53K.
  • Ellevest Inc first reported a position in Workiva in Q1 2022 and held it in 4 quarters.
  • Ellevest Inc's Workiva position peaked at $5.53K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.