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Prime Capital Investment Advisors’s Workiva WK Stock Holding History

Prime Capital Investment Advisors’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
Q1 		– Sell
-2,409
Closed -$245K – 1052
2023
Q4 		$245K Buy
+2,409
New +$232K ﹤0.01% 808
2023
Q3 		– Sell
-7,200
Closed -$732K – 807
2023
Q2 		$732K Buy
7,200
+200
+3% +$19.2K 0.01% 404
2023
Q1 		$717K Buy
+7,000
New +$634K 0.03% 296

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prime Capital Investment Advisors's WK Position: Q1 2024 in Review

Prime Capital Investment Advisors sold out of Workiva (WK) in Q1 2024, closing a stake of 2,409 shares — an estimated $245K sold.

Prime Capital Investment Advisors first reported a position in WK in Q1 2023 and held it in 3 quarters. The position peaked at $732K in Q2 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Prime Capital Investment Advisors reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,409 Workiva shares in Q1 2024, an estimated $245K.
  • Prime Capital Investment Advisors first reported a position in Workiva in Q1 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Workiva position peaked at $732K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.