Institutional & Family Asset Management’s Workiva WK Stock Holding History

Institutional & Family Asset 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
2022 Q3	–	Sell	-18,983	Closed	-$1.25M	–	787
2022 Q2	$1.25M	Hold	18,983	–	–	0.22%	81
2022 Q1	$2.24M	Hold	18,983	–	–	0.35%	70
2021 Q4	$2.48M	Hold	18,983	–	–	0.39%	71
2021 Q3	$2.68M	Hold	18,983	–	–	0.43%	70
2021 Q2	$2.11M	Hold	18,983	–	–	0.35%	73
2021 Q1	$1.68M	Hold	18,983	–	–	0.32%	74
2020 Q4	$1.74M	Hold	18,983	–	–	0.37%	78
2020 Q3	$1.06M	Hold	18,983	–	–	0.25%	85
2020 Q2	$1.01M	Hold	18,983	–	–	0.21%	85
2020 Q1	$614K	Hold	18,983	–	–	0.14%	97
2019 Q4	$798K	Hold	18,983	–	–	0.17%	98
2019 Q3	$832K	Hold	18,983	–	–	0.18%	92
2019 Q2	$1.1M	Hold	18,983	–	–	0.24%	83
2019 Q1	$962K	Hold	18,983	–	–	0.2%	89
2018 Q4	$681K	Hold	18,983	–	–	0.15%	95
2018 Q3	$750K	Hold	18,983	–	–	0.15%	98
2018 Q2	$463K	Hold	18,983	–	–	0.1%	119
2018 Q1	$450K	Sell	18,983 -7,690	-29%	-$177K	0.1%	121
2017 Q4	$571K	Sell	26,673 -45,530	-63%	-$1M	0.11%	107
2017 Q3	$1.5M	Hold	72,203	–	–	0.3%	76
2017 Q2	$1.38M	Hold	72,203	–	–	0.34%	64
2017 Q1	$1.13M	Hold	72,203	–	–	0.35%	65
2016 Q4	$986K	Hold	72,203	–	–	0.31%	71
2016 Q3	$1.31M	Hold	72,203	–	–	0.44%	69
2016 Q2	$986K	Buy	+72,203	New	+$915K	0.34%	70

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Institutional & Family Asset Management's WK Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Workiva (WK) in Q3 2022, closing a stake of 18,983 shares — an estimated $1.25M sold.

Institutional & Family Asset Management first reported a position in WK in Q2 2016 and held it in 25 quarters. The position peaked at $2.68M in Q3 2021. 262 funds tracked by Wall St. Rank hold WK as of Q3 2022.

Institutional & Family Asset Management reported no remaining Workiva position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 18,983 Workiva shares in Q3 2022, an estimated $1.25M.
Institutional & Family Asset Management first reported a position in Workiva in Q2 2016 and held it in 25 quarters.
Institutional & Family Asset Management's Workiva position peaked at $2.68M in Q3 2021.
262 funds tracked by Wall St. Rank held Workiva as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.