EAM
WKME

Evanson Asset Management’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Evanson Asset Management’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,676
Closed -$289K – 314
2024
Q2 		$289K Hold
20,676
– – 0.02% 240
2024
Q1 		$178K Hold
20,676
– – 0.01% 295
2023
Q4 		$221K Hold
20,676
– – 0.02% 268
2023
Q3 		$196K Hold
20,676
– – 0.02% 267
2023
Q2 		$198K Hold
20,676
– – 0.02% 269
2023
Q1 		$220K Hold
20,676
– – 0.02% 245
2022
Q4 		$231K Hold
20,676
– – 0.02% 234
2022
Q3 		$176K Hold
20,676
– – 0.02% 245
2022
Q2 		$209K Buy
+20,676
New +$257K 0.02% 246

Other funds holding WKME

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
CC
Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Evanson Asset Management's WKME Position: Q3 2024 in Review

Evanson Asset Management sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 20,676 shares — an estimated $289K sold.

Evanson Asset Management first reported a position in WKME in Q2 2022 and held it in 9 quarters. The position peaked at $289K in Q2 2024. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

  • Evanson Asset Management reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
  • Evanson Asset Management sold 20,676 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $289K.
  • Evanson Asset Management first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2022 and held it in 9 quarters.
  • Evanson Asset Management's WalkMe Ltd. Ordinary Shares position peaked at $289K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on Evanson Asset Management's 13F filing for Q3 2024, filed 7 Oct 2024.