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New York Life Investment Management’s Workiva WK Stock Holding History

New York Life Investment Management’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
-3,371
Closed -$342K – 1540
2023
Q4 		$342K Sell
3,371
-100
-3% -$9.64K ﹤0.01% 1135
2023
Q3 		$352K Sell
3,471
-546
-14% -$56.7K ﹤0.01% 1002
2023
Q2 		$408K Sell
4,017
-748
-16% -$71.9K ﹤0.01% 962
2023
Q1 		$488K Buy
+4,765
New +$432K 0.01% 751

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 $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
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 $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

New York Life Investment Management's WK Position: Q1 2024 in Review

New York Life Investment Management sold out of Workiva (WK) in Q1 2024, closing a stake of 3,371 shares — an estimated $342K sold.

New York Life Investment Management first reported a position in WK in Q1 2023 and held it in 4 quarters. The position peaked at $488K in Q1 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • New York Life Investment Management reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 3,371 Workiva shares in Q1 2024, an estimated $342K.
  • New York Life Investment Management first reported a position in Workiva in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's Workiva position peaked at $488K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.