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GHP Investment Advisors’s Workiva WK Stock Holding History

GHP Investment Advisors’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
Q1 		– Sell
-394
Closed -$40K – 874
2023
Q4 		$40K Hold
394
– – ﹤0.01% 510
2023
Q3 		$38.3K Hold
394
– – ﹤0.01% 523
2023
Q2 		$40.4K Hold
394
– – ﹤0.01% 514
2023
Q1 		$40.4K Buy
394
+55
+16% +$4.98K ﹤0.01% 510
2022
Q4 		$28.5K Buy
+339
New +$26.3K ﹤0.01% 548

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GHP Investment Advisors's WK Position: Q1 2024 in Review

GHP Investment Advisors sold out of Workiva (WK) in Q1 2024, closing a stake of 394 shares — an estimated $40K sold.

GHP Investment Advisors first reported a position in WK in Q4 2022 and held it in 5 quarters. The position peaked at $40.4K in Q2 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • GHP Investment Advisors reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 394 Workiva shares in Q1 2024, an estimated $40K.
  • GHP Investment Advisors first reported a position in Workiva in Q4 2022 and held it in 5 quarters.
  • GHP Investment Advisors's Workiva position peaked at $40.4K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on GHP Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.