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LeRoy C. Kopp’s Workiva WK Stock Holding History

LeRoy C. Kopp’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
2024
Q1 		$6.48M Buy
+76,427
New +$6.88M 3.7% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LeRoy C. Kopp's WK Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in Workiva (WK) in Q1 2024: 76,427 shares worth $6.48M. The stake represents 3.7% of the portfolio and ranks #10 among its holdings.

303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • LeRoy C. Kopp held 76,427 shares of Workiva worth $6.48M as of Q1 2024.
  • Workiva was a new LeRoy C. Kopp position in Q1 2024.
  • Workiva made up 3.7% of LeRoy C. Kopp's portfolio in Q1 2024, its #10 holding.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.