PC
WK icon

Pier Capital’s Workiva WK Stock Holding History

Pier Capital’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
Q2 		– Sell
-88,507
Closed -$10.4M – 107
2022
Q1 		$10.4M Buy
88,507
+20,034
+29% +$2.21M 1.33% 19
2021
Q4 		$8.94M Sell
68,473
-238
-0.3% -$33.6K 0.94% 63
2021
Q3 		$9.69M Sell
68,711
-1,629
-2% -$221K 1% 55
2021
Q2 		$7.83M Sell
70,340
-10,027
-12% -$974K 0.79% 80
2021
Q1 		$7.09M Sell
80,367
-43,716
-35% -$4.33M 0.67% 82
2020
Q4 		$11.4M Sell
124,083
-23,401
-16% -$1.64M 1.2% 20
2020
Q3 		$8.22M Sell
147,484
-5,896
-4% -$328K 1.2% 15
2020
Q2 		$8.2M Sell
153,380
-437
-0.3% -$17.9K 1.31% 14
2020
Q1 		$4.97M Buy
153,817
+29,839
+24% +$1.24M 1.1% 44
2019
Q4 		$5.21M Buy
+123,978
New +$5.22M 0.85% 65

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return