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Nebula Research & Development’s Workiva WK Stock Holding History

Nebula Research & Development’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
-3,765
Closed -$319K – 1072
2024
Q1 		$319K Buy
+3,765
New +$339K 0.07% 511

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

Nebula Research & Development's WK Position: Q2 2024 in Review

Nebula Research & Development sold out of Workiva (WK) in Q2 2024, closing a stake of 3,765 shares — an estimated $319K sold.

Nebula Research & Development first reported a position in WK in Q1 2024 and held it in 1 quarter. The position peaked at $319K in Q1 2024. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Nebula Research & Development reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Nebula Research & Development sold 3,765 Workiva shares in Q2 2024, an estimated $319K.
  • Nebula Research & Development first reported a position in Workiva in Q1 2024 and held it in 1 quarter.
  • Nebula Research & Development's Workiva position peaked at $319K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Nebula Research & Development's 13F filing for Q2 2024, filed 14 Aug 2024.