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FDx Advisors’s Workiva WK Stock Holding History

FDx 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
2024
Q2 		– Sell
-6,139
Closed -$521K – 354
2024
Q1 		$521K Sell
6,139
-13
-0.2% -$1.17K 0.08% 201
2023
Q4 		$625K Sell
6,152
-1,290
-17% -$124K 0.05% 337
2023
Q3 		$754K Sell
7,442
-345
-4% -$35.9K 0.06% 271
2023
Q2 		$792K Buy
7,787
+4,215
+118% +$405K 0.04% 349
2023
Q1 		$300K Hold
3,572
– – 0.01% 566
2022
Q4 		$300K Sell
3,572
-520
-13% -$40.3K 0.01% 566
2022
Q3 		$318K Sell
4,092
-5,998
-59% -$410K 0.01% 527
2022
Q2 		$666K Sell
10,090
-1,179
-10% -$98.1K 0.03% 398
2022
Q1 		$1.33M Sell
11,269
-1,778
-14% -$197K 0.05% 275
2021
Q4 		$1.7M Sell
13,047
-248
-2% -$35K 0.05% 255
2021
Q3 		$1.87M Buy
13,295
+619
+5% +$83.9K 0.06% 219
2021
Q2 		$1.41M Buy
12,676
+2,176
+21% +$211K 0.05% 264
2021
Q1 		$927K Buy
10,500
+1,922
+22% +$190K 0.04% 311
2020
Q4 		$786K Buy
8,578
+1,767
+26% +$124K 0.03% 324
2020
Q3 		$380K Buy
+6,811
New +$379K 0.02% 439

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

FDx Advisors's WK Position: Q2 2024 in Review

FDx Advisors sold out of Workiva (WK) in Q2 2024, closing a stake of 6,139 shares — an estimated $521K sold.

FDx Advisors first reported a position in WK in Q3 2020 and held it in 15 quarters. The position peaked at $1.87M in Q3 2021. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • FDx Advisors reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 6,139 Workiva shares in Q2 2024, an estimated $521K.
  • FDx Advisors first reported a position in Workiva in Q3 2020 and held it in 15 quarters.
  • FDx Advisors's Workiva position peaked at $1.87M in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.