MCM
WK icon

Manchester Capital Management’s Workiva WK Stock Holding History

Manchester Capital 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
2023
Q4 		– Sell
-31
Closed -$3.14K – 1091
2023
Q3 		$3.14K Hold
31
– – ﹤0.01% 710
2023
Q2 		$3.15K Sell
31
-6
-16% -$577 ﹤0.01% 678
2023
Q1 		$3.79K Sell
37
-5
-12% -$453 ﹤0.01% 662
2022
Q4 		$3.53K Buy
42
+10
+31% +$775 ﹤0.01% 590
2022
Q3 		$2K Sell
32
-12
-27% -$819 ﹤0.01% 694
2022
Q2 		$3K Sell
44
-35
-44% -$2.91K ﹤0.01% 663
2022
Q1 		$9K Sell
79
-3
-4% -$332 ﹤0.01% 563
2021
Q4 		$11K Buy
82
+6
+8% +$846 ﹤0.01% 559
2021
Q3 		$11K Buy
+76
New +$10.3K ﹤0.01% 585

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Manchester Capital Management's WK Position: Q4 2023 in Review

Manchester Capital Management sold out of Workiva (WK) in Q4 2023, closing a stake of 31 shares — an estimated $3.14K sold.

Manchester Capital Management first reported a position in WK in Q3 2021 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

  • Manchester Capital Management reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
  • Manchester Capital Management sold 31 Workiva shares in Q4 2023, an estimated $3.14K.
  • Manchester Capital Management first reported a position in Workiva in Q3 2021 and held it in 9 quarters.
  • Manchester Capital Management's Workiva position peaked at $11K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.