Natixis Advisors
WK icon

Natixis Advisors’s Workiva WK Stock Holding History

Natixis 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
2024
Q3 		– Sell
-36,848
Closed -$2.69M – 1658
2024
Q2 		$2.69M Sell
36,848
-94,137
-72% -$7.41M 0.01% 957
2024
Q1 		$11.1M Sell
130,985
-52,721
-29% -$4.75M 0.03% 574
2023
Q4 		$18.7M Buy
183,706
+10,481
+6% +$1.01M 0.05% 384
2023
Q3 		$17.6M Sell
173,225
-5,483
-3% -$570K 0.05% 354
2023
Q2 		$18.2M Buy
178,708
+8,258
+5% +$794K 0.06% 349
2023
Q1 		$17.5M Sell
170,450
-63,420
-27% -$5.75M 0.06% 327
2022
Q4 		$19.6M Buy
233,870
+34,033
+17% +$2.64M 0.07% 296
2022
Q3 		$15.5M Buy
199,837
+63,070
+46% +$4.31M 0.07% 329
2022
Q2 		$9.03M Buy
136,767
+30,719
+29% +$2.56M 0.04% 463
2022
Q1 		$12.5M Buy
106,048
+90,986
+604% +$10.1M 0.05% 399
2021
Q4 		$1.97M Buy
+15,062
New +$2.12M 0.01% 949

Other funds holding WK

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return