Fairman Group’s Workiva WK Stock Holding History

Fairman Group’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 Q4	–	Sell	-16	Closed	-$1.27K	–	400
2024 Q3	$1.27K	Hold	16	–	–	﹤0.01%	315
2024 Q2	$1.17K	Hold	16	–	–	﹤0.01%	318
2024 Q1	$1.36K	Hold	16	–	–	﹤0.01%	304
2023 Q4	$1.62K	Buy	+16	New	+$1.54K	﹤0.01%	284

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fairman Group's WK Position: Q4 2024 in Review

Fairman Group sold out of Workiva (WK) in Q4 2024, closing a stake of 16 shares — an estimated $1.27K sold.

Fairman Group first reported a position in WK in Q4 2023 and held it in 4 quarters. The position peaked at $1.62K in Q4 2023. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

Fairman Group reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
Fairman Group sold 16 Workiva shares in Q4 2024, an estimated $1.27K.
Fairman Group first reported a position in Workiva in Q4 2023 and held it in 4 quarters.
Fairman Group's Workiva position peaked at $1.62K in Q4 2023.
315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.