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PEAK6 Investments’s Workiva WK Stock Holding History

PEAK6 Investments’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
-4,151
Closed -$421K – 4826
2023
Q4 		$421K Buy
+4,151
New +$400K ﹤0.01% 2739
2022
Q2 		– Sell
-6,055
Closed -$714K – 5444
2022
Q1 		$714K Sell
6,055
-15,723
-72% -$1.74M ﹤0.01% 2805
2021
Q4 		$2.84M Buy
21,778
+19,117
+718% +$2.7M 0.01% 1577
2021
Q3 		$375K Buy
+2,661
New +$361K ﹤0.01% 3485
2020
Q2 		– Sell
-7,978
Closed -$327K – 4887
2020
Q1 		$258K Buy
7,978
+2,380
+43% +$98.9K ﹤0.01% 2634
2019
Q4 		$235K Buy
5,598
+1,835
+49% +$77.3K ﹤0.01% 2445
2019
Q3 		$165K Buy
3,763
+1,855
+97% +$97.7K ﹤0.01% 3012
2019
Q2 		$111K Sell
1,908
-17,640
-90% -$945K ﹤0.01% 3115
2019
Q1 		$991K Buy
+19,548
New +$859K 0.01% 1854

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

PEAK6 Investments's WK Position: Q1 2024 in Review

PEAK6 Investments sold out of Workiva (WK) in Q1 2024, closing a stake of 4,151 shares — an estimated $421K sold.

PEAK6 Investments first reported a position in WK in Q1 2019 and held it in 9 quarters. The position peaked at $2.84M in Q4 2021. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • PEAK6 Investments reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • PEAK6 Investments sold 4,151 Workiva shares in Q1 2024, an estimated $421K.
  • PEAK6 Investments first reported a position in Workiva in Q1 2019 and held it in 9 quarters.
  • PEAK6 Investments's Workiva position peaked at $2.84M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.