PWM
WKME

Prosperity Wealth Management’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

Prosperity Wealth Management’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,295
Closed -$345K – 211
2023
Q4 		$345K Buy
32,295
+185
+0.6% +$1.74K 0.22% 75
2023
Q3 		$304K Buy
32,110
+2,060
+7% +$18.6K 0.2% 95
2023
Q2 		$288K Buy
30,050
+970
+3% +$9.4K 0.19% 90
2023
Q1 		$309K Buy
29,080
+7,715
+36% +$78.6K 0.25% 75
2022
Q4 		$239K Buy
+21,365
New +$188K 0.23% 95

Other funds holding WKME

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Prosperity Wealth Management's WKME Position: Q1 2024 in Review

Prosperity Wealth Management sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q1 2024, closing a stake of 32,295 shares — an estimated $345K sold.

Prosperity Wealth Management first reported a position in WKME in Q4 2022 and held it in 5 quarters. The position peaked at $345K in Q4 2023. 79 funds tracked by Wall St. Rank hold WKME as of Q1 2024.

  • Prosperity Wealth Management reported no remaining WalkMe Ltd. Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 32,295 WalkMe Ltd. Ordinary Shares shares in Q1 2024, an estimated $345K.
  • Prosperity Wealth Management first reported a position in WalkMe Ltd. Ordinary Shares in Q4 2022 and held it in 5 quarters.
  • Prosperity Wealth Management's WalkMe Ltd. Ordinary Shares position peaked at $345K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.