Morgan Stanley
WKME

Morgan Stanley’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Morgan Stanley’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-63,050
Closed -$881K – 8079
2024
Q2 		$881K Sell
63,050
-44,851
-42% -$438K ﹤0.01% 5037
2024
Q1 		$928K Sell
107,901
-106,373
-50% -$1.04M ﹤0.01% 4986
2023
Q4 		$2.29M Buy
214,274
+179,399
+514% +$1.69M ﹤0.01% 4852
2023
Q3 		$331K Sell
34,875
-66,536
-66% -$600K ﹤0.01% 5343
2023
Q2 		$974K Buy
101,411
+36,586
+56% +$354K ﹤0.01% 4848
2023
Q1 		$690K Buy
64,825
+45,199
+230% +$461K ﹤0.01% 5067
2022
Q4 		$219K Buy
19,626
+9,920
+102% +$87.1K ﹤0.01% 5629
2022
Q3 		$82K Sell
9,706
-23,026
-70% -$238K ﹤0.01% 6177
2022
Q2 		$332K Buy
32,732
+26,591
+433% +$330K ﹤0.01% 5632
2022
Q1 		$92K Sell
6,141
-1,014
-14% -$15.9K ﹤0.01% 6360
2021
Q4 		$140K Buy
7,155
+3,148
+79% +$70.7K ﹤0.01% 6255
2021
Q3 		$119K Buy
4,007
+551
+16% +$15.7K ﹤0.01% 6277
2021
Q2 		$102K Buy
+3,456
New +$103K ﹤0.01% 6352

Other funds holding WKME

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
CC
Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Morgan Stanley's WKME Position: Q3 2024 in Review

Morgan Stanley sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 63,050 shares — an estimated $881K sold.

Morgan Stanley first reported a position in WKME in Q2 2021 and held it in 13 quarters. The position peaked at $2.29M in Q4 2023. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

  • Morgan Stanley reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 63,050 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $881K.
  • Morgan Stanley first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2021 and held it in 13 quarters.
  • Morgan Stanley's WalkMe Ltd. Ordinary Shares position peaked at $2.29M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.