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Redwood Investments’s Workiva WK Stock Holding History

Redwood 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
2024
Q1 		– Sell
-29,314
Closed -$2.98M – 128
2023
Q4 		$2.98M Sell
29,314
-148,474
-84% -$14.3M 0.78% 62
2023
Q3 		$18M Sell
177,788
-13,205
-7% -$1.37M 2.44% 1
2023
Q2 		$19.4M Buy
190,993
+2,949
+2% +$284K 2.37% 3
2023
Q1 		$19.3M Buy
188,044
+1,048
+0.6% +$95K 2.46% 3
2022
Q4 		$15.7M Sell
186,996
-3,064
-2% -$237K 2.1% 11
2022
Q3 		$14.8M Buy
190,060
+44,820
+31% +$3.06M 1.99% 11
2022
Q2 		$9.58M Sell
145,240
-40,519
-22% -$3.37M 1.06% 37
2022
Q1 		$21.9M Sell
185,759
-671
-0.4% -$74.2K 2.08% 7
2021
Q4 		$24.3M Sell
186,430
-31,133
-14% -$4.39M 1.92% 13
2021
Q3 		$30.7M Sell
217,563
-47,973
-18% -$6.5M 2.56% 4
2021
Q2 		$29.6M Sell
265,536
-1,796
-0.7% -$174K 2.38% 5
2021
Q1 		$23.6M Sell
267,332
-152,782
-36% -$15.1M 2.07% 9
2020
Q4 		$38.5M Sell
420,114
-56,757
-12% -$3.99M 3.28% 1
2020
Q3 		$26.6M Buy
476,871
+63,079
+15% +$3.51M 2.24% 1
2020
Q2 		$22.1M Buy
413,792
+96,454
+30% +$3.95M 1.96% 8
2020
Q1 		$10.3M Sell
317,338
-51,312
-14% -$2.13M 1.21% 42
2019
Q4 		$15.5M Sell
368,650
-72,584
-16% -$3.06M 1.45% 33
2019
Q3 		$19.3M Buy
441,234
+197,689
+81% +$10.4M 1.49% 21
2019
Q2 		$14.1M Buy
243,545
+6,393
+3% +$343K 1.04% 39
2019
Q1 		$12M Buy
+237,152
New +$10.4M 0.88% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redwood Investments's WK Position: Q1 2024 in Review

Redwood Investments sold out of Workiva (WK) in Q1 2024, closing a stake of 29,314 shares — an estimated $2.98M sold.

Redwood Investments first reported a position in WK in Q1 2019 and held it in 20 quarters. The position peaked at $38.5M in Q4 2020. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Redwood Investments reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Redwood Investments sold 29,314 Workiva shares in Q1 2024, an estimated $2.98M.
  • Redwood Investments first reported a position in Workiva in Q1 2019 and held it in 20 quarters.
  • Redwood Investments's Workiva position peaked at $38.5M in Q4 2020.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Redwood Investments's 13F filing for Q1 2024, filed 15 May 2024.