FWM
WK icon

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return