Gradient Investments’s Workiva WK Stock Holding History

Gradient Investments’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 Q4	–	Sell	-9	Closed	-$1K	–	1673
2022 Q3	$1K	Buy	+9	New	+$614	﹤0.01%	1309

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Gradient Investments's WK Position: Q4 2022 in Review

Gradient Investments sold out of Workiva (WK) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Gradient Investments first reported a position in WK in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

Gradient Investments reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 9 Workiva shares in Q4 2022, an estimated $1K.
Gradient Investments first reported a position in Workiva in Q3 2022 and held it in 1 quarter.
Gradient Investments's Workiva position peaked at $1K in Q3 2022.
271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.