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PCM
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
–
2437
2021
Q3
$253K
Sell
1,792
-1,250
-41%
-$169K
0.01%
1230
2021
Q2
$339K
Buy
+3,042
New
+$295K
0.02%
1145
2020
Q1
–
Sell
-393
Closed
-$17K
–
2304
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
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1-Year Est. Return
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$419M AUM
4.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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