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Raymond James Financial Services Advisors’s Workiva WK Stock Holding History

Raymond James Financial Services Advisors’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
Q1 		– Sell
-1,819
Closed -$237K – 3481
2021
Q4 		$237K Buy
+1,819
New +$257K ﹤0.01% 2868
2019
Q4 		– Sell
-6,188
Closed -$271K – 2945
2019
Q3 		$271K Buy
+6,188
New +$326K ﹤0.01% 2306

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Raymond James Financial Services Advisors's WK Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Workiva (WK) in Q1 2022, closing a stake of 1,819 shares — an estimated $237K sold.

Raymond James Financial Services Advisors first reported a position in WK in Q3 2019 and held it in 2 quarters. The position peaked at $271K in Q3 2019. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 1,819 Workiva shares in Q1 2022, an estimated $237K.
  • Raymond James Financial Services Advisors first reported a position in Workiva in Q3 2019 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's Workiva position peaked at $271K in Q3 2019.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.