Orion Portfolio Solutions’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Orion Portfolio Solutions’s Portfolio WKME Stock Details WKME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-24,396	Closed	-$341K	–	1866
2024 Q2	$341K	Buy	24,396 +6,332	+35%	+$61.9K	﹤0.01%	1416
2024 Q1	$155K	Sell	18,064 -4,516	-20%	-$44K	﹤0.01%	1630
2023 Q4	$243K	Buy	22,580 +7,162	+46%	+$67.4K	﹤0.01%	1495
2023 Q3	$146K	Sell	15,418 -8,316	-35%	-$75K	﹤0.01%	1573
2023 Q2	$228K	Buy	+23,734	New	+$230K	﹤0.01%	1513

Other funds holding WKME

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Orion Portfolio Solutions's WKME Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 24,396 shares — an estimated $341K sold.

Orion Portfolio Solutions first reported a position in WKME in Q2 2023 and held it in 5 quarters. The position peaked at $341K in Q2 2024. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

Orion Portfolio Solutions reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 24,396 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $341K.
Orion Portfolio Solutions first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2023 and held it in 5 quarters.
Orion Portfolio Solutions's WalkMe Ltd. Ordinary Shares position peaked at $341K in Q2 2024.
5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.