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Oak Associates’s Workiva WK Stock Holding History

Oak Associates’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 		– Sell
-6,725
Closed -$948K – 140
2021
Q3 		$948K Hold
6,725
– – 0.05% 99
2021
Q2 		$749K Hold
6,725
– – 0.04% 106
2021
Q1 		$594K Sell
6,725
-1,785
-21% -$177K 0.04% 112
2020
Q4 		$780K Buy
8,510
+2,430
+40% +$171K 0.05% 100
2020
Q3 		$339K Hold
6,080
– – 0.02% 116
2020
Q2 		$325K Buy
+6,080
New +$249K 0.02% 116
2020
Q1 		– Sell
-10,970
Closed -$461K – 148
2019
Q4 		$461K Hold
10,970
– – 0.03% 126
2019
Q3 		$481K Hold
10,970
– – 0.03% 122
2019
Q2 		$637K Hold
10,970
– – 0.04% 117
2019
Q1 		$556K Buy
10,970
+440
+4% +$19.3K 0.03% 121
2018
Q4 		$378K Hold
10,530
– – 0.03% 139
2018
Q3 		$416K Buy
+10,530
New +$327K 0.03% 151

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Oak Associates's WK Position: Q4 2021 in Review

Oak Associates sold out of Workiva (WK) in Q4 2021, closing a stake of 6,725 shares — an estimated $948K sold.

Oak Associates first reported a position in WK in Q3 2018 and held it in 12 quarters. The position peaked at $948K in Q3 2021. 317 funds tracked by Wall St. Rank hold WK as of Q4 2021.

  • Oak Associates reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
  • Oak Associates sold 6,725 Workiva shares in Q4 2021, an estimated $948K.
  • Oak Associates first reported a position in Workiva in Q3 2018 and held it in 12 quarters.
  • Oak Associates's Workiva position peaked at $948K in Q3 2021.
  • 317 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on Oak Associates's 13F filing for Q4 2021, filed 10 Feb 2022.