Meridian Wealth Partners’s Workiva WK Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-6	Closed	-$1K	–	1267
2021 Q1	$1K	Buy	+6	New	+$594	﹤0.01%	1267

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

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

Meridian Wealth Partners's WK Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Workiva (WK) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in WK in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 250 funds tracked by Wall St. Rank hold WK as of Q2 2021.

Meridian Wealth Partners reported no remaining Workiva position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 6 Workiva shares in Q2 2021, an estimated $1K.
Meridian Wealth Partners first reported a position in Workiva in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Workiva position peaked at $1K in Q1 2021.
250 funds tracked by Wall St. Rank held Workiva as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.