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Natixis’s Workiva WK Stock Holding History

Natixis’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
Q1 		– Sell
-11,730
Closed -$1.19M – 1252
2023
Q4 		$1.19M Sell
11,730
-296
-2% -$28.5K 0.01% 495
2023
Q3 		$1.22M Sell
12,026
-2,300
-16% -$239K 0.01% 470
2023
Q2 		$1.46M Buy
+14,326
New +$1.38M 0.01% 478
2022
Q2 		– Sell
-115,141
Closed -$13.6M – 1392
2022
Q1 		$13.6M Buy
115,141
+95,724
+493% +$10.6M 0.05% 343
2021
Q4 		$2.53M Buy
+19,417
New +$2.74M 0.01% 713

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Natixis's WK Position: Q1 2024 in Review

Natixis sold out of Workiva (WK) in Q1 2024, closing a stake of 11,730 shares — an estimated $1.19M sold.

Natixis first reported a position in WK in Q4 2021 and held it in 5 quarters. The position peaked at $13.6M in Q1 2022. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Natixis reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Natixis sold 11,730 Workiva shares in Q1 2024, an estimated $1.19M.
  • Natixis first reported a position in Workiva in Q4 2021 and held it in 5 quarters.
  • Natixis's Workiva position peaked at $13.6M in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Natixis's 13F filing for Q1 2024, filed 13 May 2024.