NFSG
WKME

Newbridge Financial Services Group’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Newbridge Financial Services Group’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$4.74K – 1353
2023
Q3 		$4.74K Hold
500
– – ﹤0.01% 960
2023
Q2 		$4.8K Sell
500
-2,000
-80% -$19.4K ﹤0.01% 1014
2023
Q1 		$26.6K Hold
2,500
– – 0.01% 626
2022
Q4 		$27.9K Hold
2,500
– – 0.02% 615
2022
Q3 		$21K Hold
2,500
– – 0.01% 686
2022
Q2 		$25K Hold
2,500
– – 0.02% 596
2022
Q1 		$38K Hold
2,500
– – 0.02% 551
2021
Q4 		$49K Buy
2,500
+2,000
+400% +$44.9K 0.02% 470
2021
Q3 		$15K Buy
+500
New +$14.2K 0.01% 760

Other funds holding WKME

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Newbridge Financial Services Group's WKME Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q4 2023, closing a stake of 500 shares — an estimated $4.74K sold.

Newbridge Financial Services Group first reported a position in WKME in Q3 2021 and held it in 9 quarters. The position peaked at $49K in Q4 2021. 72 funds tracked by Wall St. Rank hold WKME as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining WalkMe Ltd. Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 WalkMe Ltd. Ordinary Shares shares in Q4 2023, an estimated $4.74K.
  • Newbridge Financial Services Group first reported a position in WalkMe Ltd. Ordinary Shares in Q3 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's WalkMe Ltd. Ordinary Shares position peaked at $49K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.