Financial Counselors Inc’s Workiva WK Stock Holding History

Financial Counselors 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
2024 Q2	–	Sell	-13,142	Closed	-$1.11M	–	591
2024 Q1	$1.11M	Buy	13,142 +78	+0.6%	+$7.03K	0.02%	319
2023 Q4	$1.33M	Hold	13,064	–	–	0.02%	299
2023 Q3	$1.32M	Hold	13,064	–	–	0.03%	294
2023 Q2	$1.33M	Hold	13,064	–	–	0.03%	278
2023 Q1	$1.34M	Hold	13,064	–	–	0.03%	284
2022 Q4	$1.1M	Buy	13,064 +64	+0.5%	+$4.96K	0.02%	297
2022 Q3	$1.01M	Hold	13,000	–	–	0.02%	291
2022 Q2	$858K	Sell	13,000 -710	-5%	-$59.1K	0.02%	307
2022 Q1	$1.62M	Hold	13,710	–	–	0.03%	268
2021 Q4	$1.79M	Buy	13,710 +710	+5%	+$100K	0.04%	262
2021 Q3	$1.83M	Hold	13,000	–	–	0.04%	271
2021 Q2	$1.45M	Hold	13,000	–	–	0.03%	285
2021 Q1	$1.15M	Hold	13,000	–	–	0.03%	288
2020 Q4	$1.19M	Buy	+13,000	New	+$913K	0.03%	287

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Counselors Inc's WK Position: Q2 2024 in Review

Financial Counselors Inc sold out of Workiva (WK) in Q2 2024, closing a stake of 13,142 shares — an estimated $1.11M sold.

Financial Counselors Inc first reported a position in WK in Q4 2020 and held it in 14 quarters. The position peaked at $1.83M in Q3 2021. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

Financial Counselors Inc reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
Financial Counselors Inc sold 13,142 Workiva shares in Q2 2024, an estimated $1.11M.
Financial Counselors Inc first reported a position in Workiva in Q4 2020 and held it in 14 quarters.
Financial Counselors Inc's Workiva position peaked at $1.83M in Q3 2021.
300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Financial Counselors Inc's 13F filing for Q2 2024, filed 1 Aug 2024.