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Hills Bank & Trust’s Workiva WK Stock Holding History

Hills Bank & Trust’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
Q2 		– Sell
-1,220
Closed -$103K – 293
2024
Q1 		$103K Buy
1,220
+35
+3% +$3.15K 0.01% 284
2023
Q4 		$120K Hold
1,185
– – 0.01% 259
2023
Q3 		$120K Hold
1,185
– – 0.01% 246
2023
Q2 		$120K Hold
1,185
– – 0.02% 241
2023
Q1 		$121K Buy
+1,185
New +$107K 0.02% 240
2022
Q1 		– Sell
-795
Closed -$104K – 262
2021
Q4 		$104K Buy
+795
New +$112K 0.01% 257

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 $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Hills Bank & Trust's WK Position: Q2 2024 in Review

Hills Bank & Trust sold out of Workiva (WK) in Q2 2024, closing a stake of 1,220 shares — an estimated $103K sold.

Hills Bank & Trust first reported a position in WK in Q4 2021 and held it in 6 quarters. The position peaked at $121K in Q1 2023. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Hills Bank & Trust reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Hills Bank & Trust sold 1,220 Workiva shares in Q2 2024, an estimated $103K.
  • Hills Bank & Trust first reported a position in Workiva in Q4 2021 and held it in 6 quarters.
  • Hills Bank & Trust's Workiva position peaked at $121K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Hills Bank & Trust's 13F filing for Q2 2024, filed 25 Jul 2024.