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Realta Investment Advisors’s Workiva WK Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-3,200
Closed -$140K – 1403
2019
Q4 		$140K Buy
3,200
+225
+8% +$9.48K 0.04% 422
2019
Q3 		$130K Hold
2,975
– – 0.04% 436
2019
Q2 		$174K Buy
2,975
+1,700
+133% +$91.1K 0.05% 363
2019
Q1 		$64K Buy
+1,275
New +$56.1K 0.03% 494

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Realta Investment Advisors's WK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Workiva (WK) in Q1 2020, closing a stake of 3,200 shares — an estimated $140K sold.

Realta Investment Advisors first reported a position in WK in Q1 2019 and held it in 4 quarters. The position peaked at $174K in Q2 2019. 140 funds tracked by Wall St. Rank hold WK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Workiva position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 3,200 Workiva shares in Q1 2020, an estimated $140K.
  • Realta Investment Advisors first reported a position in Workiva in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Workiva position peaked at $174K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held Workiva as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.