HIA
WKME

Harbor Investment Advisory’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Harbor Investment Advisory’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,800
Closed -$165K – 1323
2024
Q2 		$165K Sell
11,800
-9,000
-43% -$88K 0.02% 365
2024
Q1 		$179K Sell
20,800
-500
-2% -$4.87K 0.02% 353
2023
Q4 		$227K Hold
21,300
– – 0.03% 304
2023
Q3 		$202K Hold
21,300
– – 0.03% 310
2023
Q2 		$204K Hold
21,300
– – 0.03% 347
2023
Q1 		$227K Buy
21,300
+9,500
+81% +$96.8K 0.03% 325
2022
Q4 		$132K Sell
11,800
-14,500
-55% -$127K 0.02% 430
2022
Q3 		$224K Hold
26,300
– – 0.04% 315
2022
Q2 		$266K Sell
26,300
-12,900
-33% -$160K 0.04% 292
2022
Q1 		$592K Buy
39,200
+3,900
+11% +$61.3K 0.08% 202
2021
Q4 		$693K Buy
35,300
+14,200
+67% +$319K 0.09% 183
2021
Q3 		$628K Buy
21,100
+12,600
+148% +$359K 0.09% 193
2021
Q2 		$249K Buy
+8,500
New +$252K 0.03% 325

Other funds holding WKME

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
CC
Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Harbor Investment Advisory's WKME Position: Q3 2024 in Review

Harbor Investment Advisory sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 11,800 shares — an estimated $165K sold.

Harbor Investment Advisory first reported a position in WKME in Q2 2021 and held it in 13 quarters. The position peaked at $693K in Q4 2021. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

  • Harbor Investment Advisory reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 11,800 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $165K.
  • Harbor Investment Advisory first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2021 and held it in 13 quarters.
  • Harbor Investment Advisory's WalkMe Ltd. Ordinary Shares position peaked at $693K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.