Ken Fisher’s Workiva WK Stock Holding History

Ken Fisher’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
2023 Q4	–	Sell	-25	Closed	-$2.53K	–	1131
2023 Q3	$2.53K	Hold	25	–	–	﹤0.01%	1133
2023 Q2	$2.54K	Hold	25	–	–	﹤0.01%	1133
2023 Q1	$2.56K	Buy	+25	New	+$2.27K	﹤0.01%	1091

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Ken Fisher's WK Position: Q4 2023 in Review

Ken Fisher sold out of Workiva (WK) in Q4 2023, closing a stake of 25 shares — an estimated $2.53K sold.

Ken Fisher first reported a position in WK in Q1 2023 and held it in 3 quarters. The position peaked at $2.56K in Q1 2023. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

Ken Fisher reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 25 Workiva shares in Q4 2023, an estimated $2.53K.
Ken Fisher first reported a position in Workiva in Q1 2023 and held it in 3 quarters.
Ken Fisher's Workiva position peaked at $2.56K in Q1 2023.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.