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Jackson Creek Investment Advisors’s Workiva WK Stock Holding History

Jackson Creek Investment Advisors’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
2021
Q1 		– Sell
-13,027
Closed -$1.19M – 380
2020
Q4 		$1.19M Sell
13,027
-5,621
-30% -$395K 0.47% 42
2020
Q3 		$1.04M Buy
+18,648
New +$1.04M 0.47% 35

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Jackson Creek Investment Advisors's WK Position: Q1 2021 in Review

Jackson Creek Investment Advisors sold out of Workiva (WK) in Q1 2021, closing a stake of 13,027 shares — an estimated $1.19M sold.

Jackson Creek Investment Advisors first reported a position in WK in Q3 2020 and held it in 2 quarters. The position peaked at $1.19M in Q4 2020. 238 funds tracked by Wall St. Rank hold WK as of Q1 2021.

  • Jackson Creek Investment Advisors reported no remaining Workiva position as of Q1 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 13,027 Workiva shares in Q1 2021, an estimated $1.19M.
  • Jackson Creek Investment Advisors first reported a position in Workiva in Q3 2020 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Workiva position peaked at $1.19M in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Workiva as of Q1 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2021, filed 27 May 2021.