MGIA
WK icon

Moneta Group Investment Advisors’s Workiva WK Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-1,976
Closed -$220K – 476
2021
Q2 		$220K Buy
+1,976
New +$192K 0.01% 420

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moneta Group Investment Advisors's WK Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of Workiva (WK) in Q3 2021, closing a stake of 1,976 shares — an estimated $220K sold.

Moneta Group Investment Advisors first reported a position in WK in Q2 2021 and held it in 1 quarter. The position peaked at $220K in Q2 2021. 281 funds tracked by Wall St. Rank hold WK as of Q3 2021.

  • Moneta Group Investment Advisors reported no remaining Workiva position as of Q3 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,976 Workiva shares in Q3 2021, an estimated $220K.
  • Moneta Group Investment Advisors first reported a position in Workiva in Q2 2021 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Workiva position peaked at $220K in Q2 2021.
  • 281 funds tracked by Wall St. Rank held Workiva as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.