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Liontrust Investment Partners’s Workiva WK Stock Holding History

Liontrust Investment Partners’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
Q1 		– Sell
-30,000
Closed -$2.52M – 241
2022
Q4 		$2.52M Hold
30,000
– – 0.04% 132
2022
Q3 		$2.33M Hold
30,000
– – 0.04% 184
2022
Q2 		$1.98M Hold
30,000
– – 0.03% 198
2022
Q1 		$3.54M Hold
30,000
– – 0.05% 132
2021
Q4 		$3.91M Buy
30,000
+1,000
+3% +$141K 0.05% 141
2021
Q3 		$4.09M Buy
+29,000
New +$3.93M 0.06% 139
2020
Q4 		$1.6M Buy
+17,500
New +$1.23M 0.03% 155

Other funds holding WK

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BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Liontrust Investment Partners's WK Position: Q1 2023 in Review

Liontrust Investment Partners sold out of Workiva (WK) in Q1 2023, closing a stake of 30,000 shares — an estimated $2.52M sold.

Liontrust Investment Partners first reported a position in WK in Q4 2020 and held it in 7 quarters. The position peaked at $4.09M in Q3 2021. 310 funds tracked by Wall St. Rank hold WK as of Q1 2023.

  • Liontrust Investment Partners reported no remaining Workiva position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 30,000 Workiva shares in Q1 2023, an estimated $2.52M.
  • Liontrust Investment Partners first reported a position in Workiva in Q4 2020 and held it in 7 quarters.
  • Liontrust Investment Partners's Workiva position peaked at $4.09M in Q3 2021.
  • 310 funds tracked by Wall St. Rank held Workiva as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.