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HC Financial Advisors’s Workiva WK Stock Holding History

HC Financial 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
2022
Q2 		$9K Hold
130
– – 0.01% 249
2022
Q1 		$15K Hold
130
– – 0.01% 209
2021
Q4 		$17K Hold
130
– – 0.01% 214
2021
Q3 		$18K Hold
130
– – 0.01% 202
2021
Q2 		$14K Hold
130
– – 0.01% 218
2021
Q1 		$11K Hold
130
– – 0.01% 249
2020
Q4 		$12K Hold
130
– – 0.01% 257
2020
Q3 		$7K Hold
130
– – 0.01% 295
2020
Q2 		$7K Hold
130
– – 0.01% 271
2020
Q1 		$4K Buy
+130
New +$5.41K ﹤0.01% 322

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

HC Financial Advisors's WK Position: Q2 2022 in Review

HC Financial Advisors held its Workiva (WK) position steady in Q2 2022 at 130 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #249.

HC Financial Advisors first reported a position in WK in Q1 2020 and has held it in 10 quarters since. The position peaked at $18K in Q3 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • HC Financial Advisors held 130 shares of Workiva worth $9K as of Q2 2022.
  • HC Financial Advisors left its Workiva share count unchanged in Q2 2022.
  • Workiva made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #249 holding.
  • HC Financial Advisors first reported a position in Workiva in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Workiva position peaked at $18K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.