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Milestone Advisory Partners’s Workiva WK Stock Holding History

Milestone Advisory 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
2022
Q1 		– Sell
-2,204
Closed -$288K – 103
2021
Q4 		$288K Hold
2,204
– – 0.15% 68
2021
Q3 		$311K Hold
2,204
– – 0.18% 64
2021
Q2 		$245K Buy
+2,204
New +$214K 0.13% 78

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Milestone Advisory Partners's WK Position: Q1 2022 in Review

Milestone Advisory Partners sold out of Workiva (WK) in Q1 2022, closing a stake of 2,204 shares — an estimated $288K sold.

Milestone Advisory Partners first reported a position in WK in Q2 2021 and held it in 3 quarters. The position peaked at $311K in Q3 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Milestone Advisory Partners reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Milestone Advisory Partners sold 2,204 Workiva shares in Q1 2022, an estimated $288K.
  • Milestone Advisory Partners first reported a position in Workiva in Q2 2021 and held it in 3 quarters.
  • Milestone Advisory Partners's Workiva position peaked at $311K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.