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Putnam Investments’s Workiva WK Stock Holding History

Putnam Investments’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
2022
Q2 		– Sell
-55,242
Closed -$6.52M – 1230
2022
Q1 		$6.52M Buy
55,242
+1,117
+2% +$123K 0.01% 437
2021
Q4 		$7.06M Buy
+54,125
New +$7.63M 0.01% 460

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Putnam Investments's WK Position: Q2 2022 in Review

Putnam Investments sold out of Workiva (WK) in Q2 2022, closing a stake of 55,242 shares — an estimated $6.52M sold.

Putnam Investments first reported a position in WK in Q4 2021 and held it in 2 quarters. The position peaked at $7.06M in Q4 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • Putnam Investments reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • Putnam Investments sold 55,242 Workiva shares in Q2 2022, an estimated $6.52M.
  • Putnam Investments first reported a position in Workiva in Q4 2021 and held it in 2 quarters.
  • Putnam Investments's Workiva position peaked at $7.06M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Putnam Investments's 13F filing for Q2 2022, filed 15 Aug 2022.