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Oracle Alpha’s Workiva WK Stock Holding History

Oracle Alpha’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
2024
Q1 		$250K Sell
2,944
-256
-8% -$23.1K 0.45% 113
2023
Q4 		$325K Buy
+3,200
New +$309K 0.42% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oracle Alpha's WK Position: Q1 2024 in Review

Oracle Alpha reduced its Workiva (WK) stake by 8% in Q1 2024, selling an estimated $23.1K and leaving 2,944 shares worth $250K. The position accounts for 0.45% of the portfolio, ranked #113.

Oracle Alpha first reported a position in WK in Q4 2023 and has held it in 2 quarters since. The position peaked at $325K in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Oracle Alpha held 2,944 shares of Workiva worth $250K as of Q1 2024.
  • Oracle Alpha sold 256 Workiva shares in Q1 2024, an estimated $23.1K.
  • Workiva made up 0.45% of Oracle Alpha's portfolio in Q1 2024, its #113 holding.
  • Oracle Alpha first reported a position in Workiva in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Workiva position peaked at $325K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.