Lloyd Advisory Services’s Workiva WK Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-126	Closed	-$15K	–	564
2022 Q1	$15K	Buy	+126	New	+$13.9K	0.01%	372

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lloyd Advisory Services's WK Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Workiva (WK) in Q2 2022, closing a stake of 126 shares — an estimated $15K sold.

Lloyd Advisory Services first reported a position in WK in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

Lloyd Advisory Services reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 126 Workiva shares in Q2 2022, an estimated $15K.
Lloyd Advisory Services first reported a position in Workiva in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Workiva position peaked at $15K in Q1 2022.
251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.