Mach-1 Financial Group’s Workiva WK Stock Holding History

Mach-1 Financial Group’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	-4	Closed	–	–	328
2021 Q4	$0	Buy	+4	New	+$564	﹤0.01%	307

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 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

Mach-1 Financial Group's WK Position: Q1 2022 in Review

Mach-1 Financial Group sold out of Workiva (WK) in Q1 2022, closing a stake of 4 shares.

Mach-1 Financial Group first reported a position in WK in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

Mach-1 Financial Group reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
Mach-1 Financial Group sold 4 Workiva shares in Q1 2022.
Mach-1 Financial Group first reported a position in Workiva in Q4 2021 and held it in 1 quarter.
Mach-1 Financial Group's Workiva position peaked at $0 in Q4 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Mach-1 Financial Group's 13F filing for Q1 2022, filed 6 May 2022.