MWNA
WK icon

Marshall Wace North America’s Workiva WK Stock Holding History

Marshall Wace North America’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
2021
Q3 		$909K Buy
6,448
+3,413
+112% +$462K ﹤0.01% 957
2021
Q2 		$337K Buy
+3,035
New +$295K ﹤0.01% 1260
2020
Q3 		– Sell
-35,929
Closed -$1.92M – 1501
2020
Q2 		$1.92M Buy
35,929
+32,822
+1,056% +$1.35M 0.01% 604
2020
Q1 		$100K Buy
+3,107
New +$129K ﹤0.01% 1000
2019
Q4 		– Sell
-16,806
Closed -$737K – 1640
2019
Q3 		$737K Buy
+16,806
New +$886K ﹤0.01% 746
2019
Q2 		– Sell
-451
Closed -$23K – 1657
2019
Q1 		$23K Buy
+451
New +$19.8K ﹤0.01% 1372

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return