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Pictet Asset Management (Switzerland)’s Workiva WK Stock Holding History

Pictet Asset Management (Switzerland)’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
2023
Q2 		$581K Buy
5,712
+234
+4% +$22.5K ﹤0.01% 1175
2023
Q1 		$561K Hold
5,478
– – ﹤0.01% 1187
2022
Q4 		$460K Buy
5,478
+2,623
+92% +$203K ﹤0.01% 1289
2022
Q3 		$222K Buy
+2,855
New +$195K ﹤0.01% 1372
2022
Q2 		– Sell
-2,649
Closed -$313K – 1697
2022
Q1 		$313K Hold
2,649
– – ﹤0.01% 1343
2021
Q4 		$346K Buy
2,649
+14
+0.5% +$1.97K ﹤0.01% 1332
2021
Q3 		$371K Buy
+2,635
New +$357K ﹤0.01% 1322

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WK Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Workiva (WK) stake by 4.3% in Q2 2023, buying an estimated $22.5K and bringing the position to 5,712 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Pictet Asset Management (Switzerland) first reported a position in WK in Q3 2021 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 5,712 shares of Workiva worth $581K as of Q2 2023.
  • Pictet Asset Management (Switzerland) bought 234 Workiva shares in Q2 2023, an estimated $22.5K.
  • Workiva made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1175 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Workiva in Q3 2021 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.