Frontier Wealth Management’s Workiva WK Stock Holding History

Frontier Wealth Management’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
2022 Q2	$549K	Hold	8,315	–	–	0.04%	229
2022 Q1	$914K	Hold	8,315	–	–	0.01%	189
2021 Q4	$1.08M	Hold	8,315	–	–	0.07%	179
2021 Q3	$1.17M	Hold	8,315	–	–	0.08%	160
2021 Q2	$926K	Sell	8,315 -10,100	-55%	-$981K	0.06%	190
2021 Q1	$1.63M	Hold	18,415	–	–	0.12%	127
2020 Q4	$1.69M	Hold	18,415	–	–	0.14%	117
2020 Q3	$1.03M	Hold	18,415	–	–	0.09%	148
2020 Q2	$985K	Hold	18,415	–	–	0.09%	143
2020 Q1	$595K	Buy	+18,415	New	+$766K	0.1%	164

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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

Frontier Wealth Management's WK Position: Q2 2022 in Review

Frontier Wealth Management held its Workiva (WK) position steady in Q2 2022 at 8,315 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #229.

Frontier Wealth Management first reported a position in WK in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2020. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

Frontier Wealth Management held 8,315 shares of Workiva worth $549K as of Q2 2022.
Frontier Wealth Management left its Workiva share count unchanged in Q2 2022.
Workiva made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #229 holding.
Frontier Wealth Management first reported a position in Workiva in Q1 2020 and has held it in 10 quarters since.
Frontier Wealth Management's Workiva position peaked at $1.69M in Q4 2020.
251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.