PineBridge Investments’s Workiva WK Stock Holding History

PineBridge 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
2023 Q3	–	Sell	-960	Closed	-$97.6K	–	998
2023 Q2	$97.6K	Buy	+960	New	+$92.3K	﹤0.01%	577

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PineBridge Investments's WK Position: Q3 2023 in Review

PineBridge Investments sold out of Workiva (WK) in Q3 2023, closing a stake of 960 shares — an estimated $97.6K sold.

PineBridge Investments first reported a position in WK in Q2 2023 and held it in 1 quarter. The position peaked at $97.6K in Q2 2023. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

PineBridge Investments reported no remaining Workiva position as of Q3 2023 after selling out during the quarter.
PineBridge Investments sold 960 Workiva shares in Q3 2023, an estimated $97.6K.
PineBridge Investments first reported a position in Workiva in Q2 2023 and held it in 1 quarter.
PineBridge Investments's Workiva position peaked at $97.6K in Q2 2023.
332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on PineBridge Investments's 13F filing for Q3 2023, filed 14 Nov 2023.