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Retirement Group’s Workiva WK Stock Holding History

Retirement Group’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 		– Sell
-225
Closed -$20K – 781
2021
Q1 		$20K Sell
225
-28
-11% -$2.77K 0.01% 390
2020
Q4 		$23K Sell
253
-2
-0.8% -$140 0.01% 342
2020
Q3 		$14K Buy
+255
New +$14.2K 0.01% 374

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Retirement Group's WK Position: Q2 2021 in Review

Retirement Group sold out of Workiva (WK) in Q2 2021, closing a stake of 225 shares — an estimated $20K sold.

Retirement Group first reported a position in WK in Q3 2020 and held it in 3 quarters. The position peaked at $23K in Q4 2020. 250 funds tracked by Wall St. Rank hold WK as of Q2 2021.

  • Retirement Group reported no remaining Workiva position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 225 Workiva shares in Q2 2021, an estimated $20K.
  • Retirement Group first reported a position in Workiva in Q3 2020 and held it in 3 quarters.
  • Retirement Group's Workiva position peaked at $23K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Workiva as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.