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Heritage Wealth Management (Arizona)’s Workiva WK Stock Holding History

Heritage Wealth Management (Arizona)’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 		$332K Buy
3,948
+2,021
+105% +$157K 0.05% 278
2022
Q3 		$150K Buy
1,927
+881
+84% +$60.2K 0.05% 280
2022
Q2 		$69K Buy
1,046
+8
+0.8% +$666 0.02% 374
2022
Q1 		$122K Buy
+1,038
New +$115K 0.03% 341

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Workiva (WK) stake by 105% in Q4 2022, buying an estimated $157K and bringing the position to 3,948 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #278.

Heritage Wealth Management (Arizona) first reported a position in WK in Q1 2022 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,948 shares of Workiva worth $332K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,021 Workiva shares in Q4 2022, an estimated $157K.
  • Workiva made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #278 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Workiva in Q1 2022 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.