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QS Investors’s Workiva WK Stock Holding History

QS Investors’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
2021
Q2 		$1.47M Sell
13,200
-50
-0.4% -$4.86K 0.02% 405
2021
Q1 		$1.17M Hold
13,250
– – 0.01% 485
2020
Q4 		$1.21M Hold
13,250
– – 0.01% 439
2020
Q3 		$739K Sell
13,250
-54,870
-81% -$3.05M 0.01% 547
2020
Q2 		$3.64M Hold
68,120
– – 0.05% 293
2020
Q1 		$2.2M Hold
68,120
– – 0.04% 385
2019
Q4 		$2.95M Sell
68,120
-840
-1% -$35.4K 0.03% 453
2019
Q3 		$3.02M Hold
68,960
– – 0.03% 419
2019
Q2 		$4.01M Buy
+68,960
New +$3.69M 0.04% 337

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

QS Investors's WK Position: Q2 2021 in Review

QS Investors reduced its Workiva (WK) stake by 0.38% in Q2 2021, selling an estimated $4.86K and leaving 13,200 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #405.

QS Investors first reported a position in WK in Q2 2019 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2019. 250 funds tracked by Wall St. Rank hold WK as of Q2 2021.

  • QS Investors held 13,200 shares of Workiva worth $1.47M as of Q2 2021.
  • QS Investors sold 50 Workiva shares in Q2 2021, an estimated $4.86K.
  • Workiva made up 0.02% of QS Investors's portfolio in Q2 2021, its #405 holding.
  • QS Investors first reported a position in Workiva in Q2 2019 and has held it in 9 quarters since.
  • QS Investors's Workiva position peaked at $4.01M in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Workiva as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.