HWM
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HighMark Wealth Management’s Workiva WK Stock Holding History

HighMark Wealth Management’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
2023
Q2 		– Sell
-1,159
Closed -$119K – 621
2023
Q1 		$119K Buy
+1,159
New +$105K 0.09% 89
2022
Q1 		– Sell
-20
Closed -$3K – 543
2021
Q4 		$3K Buy
+20
New +$2.82K ﹤0.01% 422

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

HighMark Wealth Management's WK Position: Q2 2023 in Review

HighMark Wealth Management sold out of Workiva (WK) in Q2 2023, closing a stake of 1,159 shares — an estimated $119K sold.

HighMark Wealth Management first reported a position in WK in Q4 2021 and held it in 2 quarters. The position peaked at $119K in Q1 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • HighMark Wealth Management reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 1,159 Workiva shares in Q2 2023, an estimated $119K.
  • HighMark Wealth Management first reported a position in Workiva in Q4 2021 and held it in 2 quarters.
  • HighMark Wealth Management's Workiva position peaked at $119K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.