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Meeder Asset Management’s Workiva WK Stock Holding History

Meeder Asset 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
Q4 		– Sell
-9
Closed -$1K – 2030
2022
Q3 		$1K Buy
+9
New +$614 ﹤0.01% 2036
2021
Q4 		– Sell
-837
Closed -$117K – 2354
2021
Q3 		$117K Buy
+837
New +$113K 0.01% 862
2019
Q4 		– Sell
-6,434
Closed -$282K – 2432
2019
Q3 		$282K Buy
6,434
+4,780
+289% +$252K 0.02% 524
2019
Q2 		$96K Buy
1,654
+1,130
+216% +$60.5K 0.01% 774
2019
Q1 		$27K Sell
524
-1,326
-72% -$58.3K ﹤0.01% 1009
2018
Q4 		$67K Buy
+1,850
New +$65K 0.01% 744
2017
Q2 		– Sell
-747
Closed -$12K – 1900
2017
Q1 		$12K Buy
+747
New +$10.5K ﹤0.01% 820

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Meeder Asset Management's WK Position: Q4 2022 in Review

Meeder Asset Management sold out of Workiva (WK) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in WK in Q1 2017 and held it in 7 quarters. The position peaked at $282K in Q3 2019. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

  • Meeder Asset Management reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 9 Workiva shares in Q4 2022, an estimated $1K.
  • Meeder Asset Management first reported a position in Workiva in Q1 2017 and held it in 7 quarters.
  • Meeder Asset Management's Workiva position peaked at $282K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.