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Portfolio Strategies’s Workiva WK Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-3,425
Closed -$290K – 137
2024
Q1 		$290K Buy
+3,425
New +$308K 0.02% 117

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
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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Portfolio Strategies's WK Position: Q2 2024 in Review

Portfolio Strategies sold out of Workiva (WK) in Q2 2024, closing a stake of 3,425 shares — an estimated $290K sold.

Portfolio Strategies first reported a position in WK in Q1 2024 and held it in 1 quarter. The position peaked at $290K in Q1 2024. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Portfolio Strategies reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 3,425 Workiva shares in Q2 2024, an estimated $290K.
  • Portfolio Strategies first reported a position in Workiva in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Workiva position peaked at $290K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.