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Moody Aldrich Partners’s Workiva WK Stock Holding History

Moody Aldrich 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
2024
Q2 		– Sell
-41,733
Closed -$3.54M – 244
2024
Q1 		$3.54M Sell
41,733
-3,514
-8% -$317K 0.6% 75
2023
Q4 		$4.59M Sell
45,247
-17,281
-28% -$1.67M 0.83% 51
2023
Q3 		$6.34M Buy
62,528
+2,175
+4% +$226K 1.2% 25
2023
Q2 		$6.14M Buy
60,353
+22,255
+58% +$2.14M 1.19% 25
2023
Q1 		$3.9M Sell
38,098
-6,723
-15% -$609K 0.79% 51
2022
Q4 		$3.76M Sell
44,821
-19,194
-30% -$1.49M 0.76% 60
2022
Q3 		$4.98M Buy
64,015
+1,100
+2% +$75.1K 1.03% 39
2022
Q2 		$4.15M Sell
62,915
-11,452
-15% -$953K 0.82% 55
2022
Q1 		$8.78M Buy
74,367
+8,574
+13% +$948K 1.23% 29
2021
Q4 		$8.59M Sell
65,793
-10,279
-14% -$1.45M 1.2% 25
2021
Q3 		$10.7M Buy
+76,072
New +$10.3M 1.36% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Moody Aldrich Partners's WK Position: Q2 2024 in Review

Moody Aldrich Partners sold out of Workiva (WK) in Q2 2024, closing a stake of 41,733 shares — an estimated $3.54M sold.

Moody Aldrich Partners first reported a position in WK in Q3 2021 and held it in 11 quarters. The position peaked at $10.7M in Q3 2021. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Moody Aldrich Partners reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 41,733 Workiva shares in Q2 2024, an estimated $3.54M.
  • Moody Aldrich Partners first reported a position in Workiva in Q3 2021 and held it in 11 quarters.
  • Moody Aldrich Partners's Workiva position peaked at $10.7M in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Moody Aldrich Partners's 13F filing for Q2 2024, filed 24 Jul 2024.