LF
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Lee Financial’s Workiva WK Stock Holding History

Lee Financial’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
Q1 		– Sell
-10
Closed -$1K – 973
2021
Q4 		$1K Buy
+10
New +$1.41K ﹤0.01% 883

Other funds holding WK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Lee Financial's WK Position: Q1 2022 in Review

Lee Financial sold out of Workiva (WK) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Lee Financial first reported a position in WK in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Lee Financial reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 10 Workiva shares in Q1 2022, an estimated $1K.
  • Lee Financial first reported a position in Workiva in Q4 2021 and held it in 1 quarter.
  • Lee Financial's Workiva position peaked at $1K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.