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WK icon

FORA Capital’s Workiva WK Stock Holding History

FORA Capital’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
2025
Q3 		– Sell
-8,312
Closed -$569K – 690
2025
Q2 		$569K Buy
+8,312
New +$572K 0.06% 303
2024
Q4 		– Sell
-6,059
Closed -$479K – 620
2024
Q3 		$479K Buy
+6,059
New +$455K 0.06% 291
2024
Q2 		– Sell
-5,478
Closed -$465K – 557
2024
Q1 		$465K Buy
5,478
+801
+17% +$72.1K 0.04% 340
2023
Q4 		$475K Buy
+4,677
New +$451K 0.04% 341
2023
Q3 		– Sell
-2,499
Closed -$254K – 592
2023
Q2 		$254K Buy
+2,499
New +$240K 0.04% 296
2021
Q2 		– Sell
-1,088
Closed -$96K – 1181
2021
Q1 		$96K Buy
1,088
+242
+29% +$24K 0.03% 419
2020
Q4 		$78K Buy
846
+477
+129% +$33.5K 0.01% 713
2020
Q3 		$21K Buy
+369
New +$20.5K 0.01% 577

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return