KWILP
WK icon

Kiwi Wealth Investments Limited Partnership’s Workiva WK Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-14,366
Closed -$1.6M – 277
2021
Q2 		$1.6M Buy
+14,366
New +$1.39M 0.08% 176

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WK Position: Q3 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Workiva (WK) in Q3 2021, closing a stake of 14,366 shares — an estimated $1.6M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WK in Q2 2021 and held it in 1 quarter. The position peaked at $1.6M in Q2 2021. 281 funds tracked by Wall St. Rank hold WK as of Q3 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Workiva position as of Q3 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 14,366 Workiva shares in Q3 2021, an estimated $1.6M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Workiva in Q2 2021 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Workiva position peaked at $1.6M in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Workiva as of Q3 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2021, filed 16 Nov 2021.