PF
WKME

Phoenix Financial’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Phoenix Financial’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
2022
Q4 		– Sell
-45,712
Closed -$394K – 358
2022
Q3 		$394K Sell
45,712
-186,589
-80% -$1.93M 0.01% 259
2022
Q2 		$2.35M Buy
232,301
+8,550
+4% +$106K 0.05% 153
2022
Q1 		$3.38M Sell
223,751
-1,831
-0.8% -$28.8K 0.06% 154
2021
Q4 		$4.43M Buy
+225,582
New +$5.07M 0.07% 133

Other funds holding WKME

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Phoenix Financial's WKME Position: Q4 2022 in Review

Phoenix Financial sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q4 2022, closing a stake of 45,712 shares — an estimated $394K sold.

Phoenix Financial first reported a position in WKME in Q4 2021 and held it in 4 quarters. The position peaked at $4.43M in Q4 2021. 51 funds tracked by Wall St. Rank hold WKME as of Q4 2022.

  • Phoenix Financial reported no remaining WalkMe Ltd. Ordinary Shares position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 45,712 WalkMe Ltd. Ordinary Shares shares in Q4 2022, an estimated $394K.
  • Phoenix Financial first reported a position in WalkMe Ltd. Ordinary Shares in Q4 2021 and held it in 4 quarters.
  • Phoenix Financial's WalkMe Ltd. Ordinary Shares position peaked at $4.43M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.