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Glass Jacobson Investment Advisors’s Workiva WK Stock Holding History

Glass Jacobson 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
2023
Q4 		– Sell
-9
Closed -$913 – 832
2023
Q3 		$913 Sell
9
-1
-10% -$104 ﹤0.01% 704
2023
Q2 		$1.02K Buy
+10
New +$961 ﹤0.01% 701
2022
Q4 		$1.18K Buy
+14
New +$1.08K ﹤0.01% 716

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Glass Jacobson Investment Advisors's WK Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Workiva (WK) in Q4 2023, closing a stake of 9 shares — an estimated $913 sold.

Glass Jacobson Investment Advisors first reported a position in WK in Q4 2022 and held it in 3 quarters. The position peaked at $1.18K in Q4 2022. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 9 Workiva shares in Q4 2023, an estimated $913.
  • Glass Jacobson Investment Advisors first reported a position in Workiva in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Workiva position peaked at $1.18K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.