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Patriot Financial Group Insurance Agency’s Workiva WK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-12
Closed -$2K – 2265
2021
Q4 		$2K Hold
12
– – ﹤0.01% 1981
2021
Q3 		$2K Buy
+12
New +$1.63K ﹤0.01% 1990

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RP
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Brown Advisory
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIMC
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Invesco
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CIP
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Patriot Financial Group Insurance Agency's WK Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Workiva (WK) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in WK in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12 Workiva shares in Q1 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Workiva in Q3 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Workiva position peaked at $2K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.