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Prelude Capital Management’s Workiva WK Stock Holding History

Prelude Capital 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
2021
Q4 		– Sell
-1,792
Closed -$253K – 2284
2021
Q3 		$253K Sell
1,792
-1,250
-41% -$169K 0.01% 1230
2021
Q2 		$339K Buy
+3,042
New +$295K 0.01% 1145
2020
Q1 		– Sell
-393
Closed -$17K – 2094
2019
Q4 		$17K Sell
393
-7
-2% -$295 ﹤0.01% 1624
2019
Q3 		$18K Buy
400
+60
+18% +$3.16K ﹤0.01% 1414
2019
Q2 		$20K Hold
340
– – ﹤0.01% 1290
2019
Q1 		$17K Buy
+340
New +$14.9K ﹤0.01% 1343

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Prelude Capital Management's WK Position: Q4 2021 in Review

Prelude Capital Management sold out of Workiva (WK) in Q4 2021, closing a stake of 1,792 shares — an estimated $253K sold.

Prelude Capital Management first reported a position in WK in Q1 2019 and held it in 6 quarters. The position peaked at $339K in Q2 2021. 317 funds tracked by Wall St. Rank hold WK as of Q4 2021.

  • Prelude Capital Management reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
  • Prelude Capital Management sold 1,792 Workiva shares in Q4 2021, an estimated $253K.
  • Prelude Capital Management first reported a position in Workiva in Q1 2019 and held it in 6 quarters.
  • Prelude Capital Management's Workiva position peaked at $339K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on Prelude Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.