JM
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Jeneq Management’s Workiva WK Stock Holding History

Jeneq 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
Q2 		– Sell
-4,300
Closed -$507K – 68
2022
Q1 		$507K Buy
+4,300
New +$475K 0.13% 35
2020
Q2 		– Sell
-103,800
Closed -$3.36M – 31
2020
Q1 		$3.36M Buy
+103,800
New +$4.32M 1.58% 16

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
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
Artisan Partners
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jeneq Management's WK Position: Q2 2022 in Review

Jeneq Management sold out of Workiva (WK) in Q2 2022, closing a stake of 4,300 shares — an estimated $507K sold.

Jeneq Management first reported a position in WK in Q1 2020 and held it in 2 quarters. The position peaked at $3.36M in Q1 2020. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • Jeneq Management reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • Jeneq Management sold 4,300 Workiva shares in Q2 2022, an estimated $507K.
  • Jeneq Management first reported a position in Workiva in Q1 2020 and held it in 2 quarters.
  • Jeneq Management's Workiva position peaked at $3.36M in Q1 2020.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Jeneq Management's 13F filing for Q2 2022, filed 10 Aug 2022.