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Next Financial Group’s Workiva WK Stock Holding History

Next Financial 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
2021
Q4 		$2K Hold
14
– – ﹤0.01% 2660
2021
Q3 		$2K Sell
14
-28
-67% -$3.79K ﹤0.01% 2534
2021
Q2 		$5K Buy
42
+28
+200% +$2.72K ﹤0.01% 2219
2021
Q1 		$1K Hold
14
– – ﹤0.01% 2477
2020
Q4 		$1K Hold
14
– – ﹤0.01% 2316
2020
Q3 		$1K Buy
+14
New +$779 ﹤0.01% 2148

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Next Financial Group's WK Position: Q4 2021 in Review

Next Financial Group held its Workiva (WK) position steady in Q4 2021 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Next Financial Group first reported a position in WK in Q3 2020 and has held it in 6 quarters since. The position peaked at $5K in Q2 2021. 318 funds tracked by Wall St. Rank hold WK as of Q4 2021.

  • Next Financial Group held 14 shares of Workiva worth $2K as of Q4 2021.
  • Next Financial Group left its Workiva share count unchanged in Q4 2021.
  • Workiva made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2660 holding.
  • Next Financial Group first reported a position in Workiva in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Workiva position peaked at $5K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.