Procyon Advisors’s Workiva WK Stock Holding History

Procyon 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
2020 Q3	–	Sell	-315	Closed	-$17K	–	1058
2020 Q2	$17K	Hold	315	–	–	0.01%	570
2020 Q1	$10K	Sell	315 -7	-2%	-$291	0.01%	599
2019 Q4	$14K	Buy	+322	New	+$13.6K	0.01%	575

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Procyon Advisors's WK Position: Q3 2020 in Review

Procyon Advisors sold out of Workiva (WK) in Q3 2020, closing a stake of 315 shares — an estimated $17K sold.

Procyon Advisors first reported a position in WK in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q2 2020. 186 funds tracked by Wall St. Rank hold WK as of Q3 2020.

Procyon Advisors reported no remaining Workiva position as of Q3 2020 after selling out during the quarter.
Procyon Advisors sold 315 Workiva shares in Q3 2020, an estimated $17K.
Procyon Advisors first reported a position in Workiva in Q4 2019 and held it in 3 quarters.
Procyon Advisors's Workiva position peaked at $17K in Q2 2020.
186 funds tracked by Wall St. Rank held Workiva as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.