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Meitav Investment House’s Workiva WK Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-2,631
Closed -$241K – 483
2020
Q4 		$241K Buy
+2,631
New +$185K 0.01% 373
2020
Q1 		– Sell
-7,002
Closed -$294K – 456
2019
Q4 		$294K Buy
7,002
+458
+7% +$19.3K 0.02% 335
2019
Q3 		$292K Buy
6,544
+70
+1% +$3.69K 0.02% 343
2019
Q2 		$371K Buy
+6,474
New +$347K 0.02% 293

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Meitav Investment House's WK Position: Q1 2021 in Review

Meitav Investment House sold out of Workiva (WK) in Q1 2021, closing a stake of 2,631 shares — an estimated $241K sold.

Meitav Investment House first reported a position in WK in Q2 2019 and held it in 4 quarters. The position peaked at $371K in Q2 2019. 238 funds tracked by Wall St. Rank hold WK as of Q1 2021.

  • Meitav Investment House reported no remaining Workiva position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 2,631 Workiva shares in Q1 2021, an estimated $241K.
  • Meitav Investment House first reported a position in Workiva in Q2 2019 and held it in 4 quarters.
  • Meitav Investment House's Workiva position peaked at $371K in Q2 2019.
  • 238 funds tracked by Wall St. Rank held Workiva as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.