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Howe & Rusling’s Workiva WK Stock Holding History

Howe & Rusling’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 		– Sell
-54
Closed -$4K – 1050
2022
Q3 		$4K Hold
54
– – ﹤0.01% 752
2022
Q2 		$4K Buy
54
+13
+32% +$1.08K ﹤0.01% 736
2022
Q1 		$5K Buy
+41
New +$4.53K ﹤0.01% 677
2015
Q3 		– Sell
-113
Closed -$2K – 1074
2015
Q2 		$2K Buy
+113
New +$1.58K ﹤0.01% 890

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

Howe & Rusling's WK Position: Q4 2022 in Review

Howe & Rusling sold out of Workiva (WK) in Q4 2022, closing a stake of 54 shares — an estimated $4K sold.

Howe & Rusling first reported a position in WK in Q2 2015 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

  • Howe & Rusling reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 54 Workiva shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Workiva in Q2 2015 and held it in 4 quarters.
  • Howe & Rusling's Workiva position peaked at $5K in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.