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Macroview Investment Management’s Workiva WK Stock Holding History

Macroview Investment Management’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
-124
Closed -$16K – 498
2021
Q4 		$16K Buy
+124
New +$17.5K 0.02% 212

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Macroview Investment Management's WK Position: Q1 2022 in Review

Macroview Investment Management sold out of Workiva (WK) in Q1 2022, closing a stake of 124 shares — an estimated $16K sold.

Macroview Investment Management first reported a position in WK in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Macroview Investment Management reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Macroview Investment Management sold 124 Workiva shares in Q1 2022, an estimated $16K.
  • Macroview Investment Management first reported a position in Workiva in Q4 2021 and held it in 1 quarter.
  • Macroview Investment Management's Workiva position peaked at $16K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Macroview Investment Management's 13F filing for Q1 2022, filed 2 May 2022.