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Harel Insurance Investments & Financial Services’s Workiva WK Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-45
Closed -$4K – 532
2024
Q3 		$4K Sell
45
-4
-8% -$300 ﹤0.01% 482
2024
Q2 		$4K Sell
49
-23
-32% -$1.81K ﹤0.01% 522
2024
Q1 		$6K Buy
72
+7
+11% +$631 ﹤0.01% 510
2023
Q4 		$7K Sell
65
-46
-41% -$4.44K ﹤0.01% 563
2023
Q3 		$11K Sell
111
-10
-8% -$1.04K ﹤0.01% 589
2023
Q2 		$12K Sell
121
-8
-6% -$769 ﹤0.01% 608
2023
Q1 		$13K Sell
129
-40
-24% -$3.63K ﹤0.01% 610
2022
Q4 		$14K Buy
+169
New +$13.1K ﹤0.01% 606

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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WK Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services sold out of Workiva (WK) in Q4 2024, closing a stake of 45 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in WK in Q4 2022 and held it in 8 quarters. The position peaked at $14K in Q4 2022. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 45 Workiva shares in Q4 2024, an estimated $4K.
  • Harel Insurance Investments & Financial Services first reported a position in Workiva in Q4 2022 and held it in 8 quarters.
  • Harel Insurance Investments & Financial Services's Workiva position peaked at $14K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.