PMAM
WK icon

Picton Mahoney Asset Management’s Workiva WK Stock Holding History

Picton Mahoney Asset Management’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
-24,515
Closed -$2.49M – 473
2023
Q4 		$2.49M Buy
24,515
+845
+4% +$81.5K 0.07% 186
2023
Q3 		$2.4M Buy
+23,670
New +$2.46M 0.07% 193

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Picton Mahoney Asset Management's WK Position: Q1 2024 in Review

Picton Mahoney Asset Management sold out of Workiva (WK) in Q1 2024, closing a stake of 24,515 shares — an estimated $2.49M sold.

Picton Mahoney Asset Management first reported a position in WK in Q3 2023 and held it in 2 quarters. The position peaked at $2.49M in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Picton Mahoney Asset Management reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 24,515 Workiva shares in Q1 2024, an estimated $2.49M.
  • Picton Mahoney Asset Management first reported a position in Workiva in Q3 2023 and held it in 2 quarters.
  • Picton Mahoney Asset Management's Workiva position peaked at $2.49M in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2024, filed 9 May 2024.