Oppenheimer & Co’s Workiva WK Stock Holding History

Oppenheimer & Co’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
2020 Q1	–	Sell	-6,581	Closed	-$277K	–	1344
2019 Q4	$277K	Buy	+6,581	New	+$277K	0.01%	1053

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oppenheimer & Co's WK Position: Q1 2020 in Review

Oppenheimer & Co sold out of Workiva (WK) in Q1 2020, closing a stake of 6,581 shares — an estimated $277K sold.

Oppenheimer & Co first reported a position in WK in Q4 2019 and held it in 1 quarter. The position peaked at $277K in Q4 2019. 140 funds tracked by Wall St. Rank hold WK as of Q1 2020.

Oppenheimer & Co reported no remaining Workiva position as of Q1 2020 after selling out during the quarter.
Oppenheimer & Co sold 6,581 Workiva shares in Q1 2020, an estimated $277K.
Oppenheimer & Co first reported a position in Workiva in Q4 2019 and held it in 1 quarter.
Oppenheimer & Co's Workiva position peaked at $277K in Q4 2019.
140 funds tracked by Wall St. Rank held Workiva as of Q1 2020.

Based on Oppenheimer & Co's 13F filing for Q1 2020, filed 8 May 2020.