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Quantamental Technologies’s Workiva WK Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-5,361
Closed -$417K – 683
2022
Q3 		$417K Buy
+5,361
New +$366K 0.16% 228
2019
Q4 		– Sell
-85
Closed -$4K – 1348
2019
Q3 		$4K Sell
85
-4,723
-98% -$249K ﹤0.01% 1402
2019
Q2 		$279K Buy
4,808
+1,308
+37% +$70.1K 0.1% 327
2019
Q1 		$177K Buy
+3,500
New +$154K 0.08% 417

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Quantamental Technologies's WK Position: Q4 2022 in Review

Quantamental Technologies sold out of Workiva (WK) in Q4 2022, closing a stake of 5,361 shares — an estimated $417K sold.

Quantamental Technologies first reported a position in WK in Q1 2019 and held it in 4 quarters. The position peaked at $417K in Q3 2022. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

  • Quantamental Technologies reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
  • Quantamental Technologies sold 5,361 Workiva shares in Q4 2022, an estimated $417K.
  • Quantamental Technologies first reported a position in Workiva in Q1 2019 and held it in 4 quarters.
  • Quantamental Technologies's Workiva position peaked at $417K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Quantamental Technologies's 13F filing for Q4 2022, filed 14 Feb 2023.