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Newbridge Financial Services Group’s Workiva WK Stock Holding History

Newbridge Financial Services Group’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
2022
Q2 		– Sell
-45
Closed -$5K – 1543
2022
Q1 		$5K Hold
45
– – ﹤0.01% 1120
2021
Q4 		$6K Buy
45
+40
+800% +$5.64K ﹤0.01% 1047
2021
Q3 		$1K Sell
5
-3
-38% -$406 ﹤0.01% 1334
2021
Q2 		$1K Buy
8
+5
+167% +$486 ﹤0.01% 1404
2021
Q1 		$1K Sell
3
-34
-92% -$3.37K ﹤0.01% 1340
2020
Q4 		$3K Buy
37
+3
+9% +$211 ﹤0.01% 937
2020
Q3 		$2K Buy
+34
New +$1.89K ﹤0.01% 938

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Newbridge Financial Services Group's WK Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Workiva (WK) in Q2 2022, closing a stake of 45 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in WK in Q3 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 45 Workiva shares in Q2 2022, an estimated $5K.
  • Newbridge Financial Services Group first reported a position in Workiva in Q3 2020 and held it in 7 quarters.
  • Newbridge Financial Services Group's Workiva position peaked at $6K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.