PHK
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Point72 Hong Kong’s Workiva WK Stock Holding History

Point72 Hong Kong’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
Q3 		– Sell
-846
Closed -$61.8K – 664
2024
Q2 		$61.8K Buy
+846
New +$66.6K ﹤0.01% 362
2022
Q2 		– Sell
-2,525
Closed -$298K – 2463
2022
Q1 		$298K Buy
+2,525
New +$279K 0.01% 840
2021
Q2 		– Sell
-1,490
Closed -$132K – 2402
2021
Q1 		$132K Buy
+1,490
New +$147K ﹤0.01% 1119
2019
Q1 		– Sell
-1,294
Closed -$46K – 1307
2018
Q4 		$46K Sell
1,294
-778
-38% -$27.3K 0.02% 320
2018
Q3 		$82K Buy
+2,072
New +$64.4K 0.03% 379

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Point72 Hong Kong's WK Position: Q3 2024 in Review

Point72 Hong Kong sold out of Workiva (WK) in Q3 2024, closing a stake of 846 shares — an estimated $61.8K sold.

Point72 Hong Kong first reported a position in WK in Q3 2018 and held it in 5 quarters. The position peaked at $298K in Q1 2022. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Point72 Hong Kong reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Point72 Hong Kong sold 846 Workiva shares in Q3 2024, an estimated $61.8K.
  • Point72 Hong Kong first reported a position in Workiva in Q3 2018 and held it in 5 quarters.
  • Point72 Hong Kong's Workiva position peaked at $298K in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Point72 Hong Kong's 13F filing for Q3 2024, filed 14 Nov 2024.