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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
2022
Q1 		– Sell
-35,900
Closed -$4.68M – 6010
2021
Q4 		$4.68M Buy
35,900
+20,800
+138% +$2.93M 0.01% 1175
2021
Q3 		$2.13M Buy
+15,100
New +$2.05M ﹤0.01% 1888
2021
Q1 		– Sell
-3,300
Closed -$302K – 5611
2020
Q4 		$302K Sell
3,300
-5,900
-64% -$414K ﹤0.01% 3484
2020
Q3 		$513K Buy
9,200
+3,400
+59% +$189K ﹤0.01% 2832
2020
Q2 		$310K Sell
5,800
-5,700
-50% -$234K ﹤0.01% 3063
2020
Q1 		$372K Sell
11,500
-16,400
-59% -$682K ﹤0.01% 2335
2019
Q4 		$1.17M Buy
27,900
+11,200
+67% +$472K 0.01% 1428
2019
Q3 		$732K Buy
16,700
+12,100
+263% +$638K ﹤0.01% 1990
2019
Q2 		$267K Buy
+4,600
New +$246K ﹤0.01% 2684

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.