Mission Wealth Management’s Workiva WK Stock Holding History

Mission Wealth 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
2025 Q1	–	Sell	-2,547	Closed	-$279K	–	717
2024 Q4	$279K	Buy	+2,547	New	+$235K	0.01%	558
2024 Q1	–	Sell	-2,085	Closed	-$212K	–	704
2023 Q4	$212K	Buy	2,085 +85	+4%	+$8.2K	0.01%	534
2023 Q3	$203K	Hold	2,000	–	–	0.01%	515
2023 Q2	$203K	Hold	2,000	–	–	0.01%	520
2023 Q1	$205K	Buy	+2,000	New	+$181K	0.01%	509
2022 Q2	–	Sell	-2,000	Closed	-$236K	–	564
2022 Q1	$236K	Hold	2,000	–	–	0.01%	467
2021 Q4	$261K	Sell	2,000 -1,000	-33%	-$141K	0.01%	462
2021 Q3	$423K	Hold	3,000	–	–	0.02%	324
2021 Q2	$334K	Buy	+3,000	New	+$291K	0.02%	372

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mission Wealth Management's WK Position: Q1 2025 in Review

Mission Wealth Management sold out of Workiva (WK) in Q1 2025, closing a stake of 2,547 shares — an estimated $279K sold.

Mission Wealth Management first reported a position in WK in Q2 2021 and held it in 9 quarters. The position peaked at $423K in Q3 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

Mission Wealth Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
Mission Wealth Management sold 2,547 Workiva shares in Q1 2025, an estimated $279K.
Mission Wealth Management first reported a position in Workiva in Q2 2021 and held it in 9 quarters.
Mission Wealth Management's Workiva position peaked at $423K in Q3 2021.
329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.