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Orion Portfolio Solutions’s Workiva WK Stock Holding History

Orion Portfolio Solutions’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 		– Sell
-2,212
Closed -$206K – 1759
2023
Q4 		$206K Sell
2,212
-763
-26% -$73.6K ﹤0.01% 1572
2023
Q3 		$301K Sell
2,975
-186
-6% -$19.3K ﹤0.01% 1377
2023
Q2 		$321K Buy
3,161
+1,092
+53% +$105K ﹤0.01% 1375
2023
Q1 		$212K Buy
+2,069
New +$187K ﹤0.01% 1491

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Orion Portfolio Solutions's WK Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of Workiva (WK) in Q1 2024, closing a stake of 2,212 shares — an estimated $206K sold.

Orion Portfolio Solutions first reported a position in WK in Q1 2023 and held it in 4 quarters. The position peaked at $321K in Q2 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,212 Workiva shares in Q1 2024, an estimated $206K.
  • Orion Portfolio Solutions first reported a position in Workiva in Q1 2023 and held it in 4 quarters.
  • Orion Portfolio Solutions's Workiva position peaked at $321K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.