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First Mercantile Trust’s Workiva WK Stock Holding History

First Mercantile Trust’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
2021
Q3 		$282K Buy
2,001
+683
+52% +$92.5K 0.04% 292
2021
Q2 		$147K Buy
1,318
+159
+14% +$15.4K 0.02% 552
2021
Q1 		$102K Sell
1,159
-42
-3% -$4.16K 0.01% 676
2020
Q4 		$110K Sell
1,201
-99
-8% -$6.95K 0.01% 660
2020
Q3 		$88K Buy
+1,300
New +$72.3K 0.01% 708

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Mercantile Trust's WK Position: Q3 2021 in Review

First Mercantile Trust increased its Workiva (WK) stake by 52% in Q3 2021, buying an estimated $92.5K and bringing the position to 2,001 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #292.

First Mercantile Trust first reported a position in WK in Q3 2020 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold WK as of Q3 2021.

  • First Mercantile Trust held 2,001 shares of Workiva worth $282K as of Q3 2021.
  • First Mercantile Trust bought 683 Workiva shares in Q3 2021, an estimated $92.5K.
  • Workiva made up 0.04% of First Mercantile Trust's portfolio in Q3 2021, its #292 holding.
  • First Mercantile Trust first reported a position in Workiva in Q3 2020 and has held it in 5 quarters since.
  • 281 funds tracked by Wall St. Rank held Workiva as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.