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MGO One Seven’s Workiva WK Stock Holding History

MGO One Seven’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
2025
Q1 		– Sell
-2,662
Closed -$291K – 1199
2024
Q4 		$291K Buy
+2,662
New +$245K 0.01% 858
2024
Q2 		– Sell
-2,668
Closed -$226K – 1016
2024
Q1 		$226K Sell
2,668
-536
-17% -$48.3K 0.01% 805
2023
Q4 		$325K Sell
3,204
-272
-8% -$26.2K 0.02% 679
2023
Q3 		$352K Sell
3,476
-137
-4% -$14.2K 0.03% 557
2023
Q2 		$367K Sell
3,613
-130
-3% -$12.5K 0.03% 522
2023
Q1 		$383K Sell
3,743
-365
-9% -$33.1K 0.02% 568
2022
Q4 		$345K Sell
4,108
-202
-5% -$15.7K 0.03% 511
2022
Q3 		$335K Buy
4,310
+15
+0.3% +$1.02K 0.01% 499
2022
Q2 		$283K Buy
4,295
+146
+4% +$12.2K 0.04% 478
2022
Q1 		$490K Sell
4,149
-138
-3% -$15.3K 0.05% 372
2021
Q4 		$559K Sell
4,287
-50
-1% -$7.05K 0.06% 352
2021
Q3 		$649K Sell
4,337
-75
-2% -$10.2K 0.08% 281
2021
Q2 		$491K Buy
4,412
+40
+0.9% +$3.88K 0.07% 346
2021
Q1 		$385K Sell
4,372
-216
-5% -$21.4K 0.07% 357
2020
Q4 		$420K Sell
4,588
-316
-6% -$22.2K 0.09% 303
2020
Q3 		$273K Sell
4,904
-328
-6% -$18.3K 0.06% 351
2020
Q2 		$280K Buy
+5,232
New +$214K 0.07% 340
2020
Q1 		– Sell
-6,311
Closed -$265K – 464
2019
Q4 		$265K Sell
6,311
-160
-2% -$6.74K 0.07% 348
2019
Q3 		$284K Buy
6,471
+41
+0.6% +$2.16K 0.08% 318
2019
Q2 		$373K Sell
6,430
-450
-7% -$24.1K 0.12% 236
2019
Q1 		$348K Buy
6,880
+3,374
+96% +$148K 0.11% 244
2018
Q4 		$125K Buy
+3,506
New +$123K 0.05% 403
2018
Q1 		$62K Buy
+2,615
New +$60.1K 0.03% 554

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MGO One Seven's WK Position: Q1 2025 in Review

MGO One Seven sold out of Workiva (WK) in Q1 2025, closing a stake of 2,662 shares — an estimated $291K sold.

MGO One Seven first reported a position in WK in Q1 2018 and held it in 23 quarters. The position peaked at $649K in Q3 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • MGO One Seven reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • MGO One Seven sold 2,662 Workiva shares in Q1 2025, an estimated $291K.
  • MGO One Seven first reported a position in Workiva in Q1 2018 and held it in 23 quarters.
  • MGO One Seven's Workiva position peaked at $649K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on MGO One Seven's 13F filing for Q1 2025, filed 8 May 2025.