Proficio Capital Partners’s Workiva WK Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-76	Closed	-$4K	–	1546
2019 Q2	$4K	Buy	+76	New	+$4.07K	﹤0.01%	1325

Other funds holding WK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Proficio Capital Partners's WK Position: Q3 2019 in Review

Proficio Capital Partners sold out of Workiva (WK) in Q3 2019, closing a stake of 76 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in WK in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 174 funds tracked by Wall St. Rank hold WK as of Q3 2019.

Proficio Capital Partners reported no remaining Workiva position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 76 Workiva shares in Q3 2019, an estimated $4K.
Proficio Capital Partners first reported a position in Workiva in Q2 2019 and held it in 1 quarter.
Proficio Capital Partners's Workiva position peaked at $4K in Q2 2019.
174 funds tracked by Wall St. Rank held Workiva as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.