Riggs Asset Management’s Workiva WK Stock Holding History

Riggs Asset Management’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 Q2	–	Sell	-6	Closed	-$509	–	770
2024 Q1	$509	Buy	+6	New	+$540	﹤0.01%	529

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riggs Asset Management's WK Position: Q2 2024 in Review

Riggs Asset Management sold out of Workiva (WK) in Q2 2024, closing a stake of 6 shares — an estimated $509 sold.

Riggs Asset Management first reported a position in WK in Q1 2024 and held it in 1 quarter. The position peaked at $509 in Q1 2024. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

Riggs Asset Management reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
Riggs Asset Management sold 6 Workiva shares in Q2 2024, an estimated $509.
Riggs Asset Management first reported a position in Workiva in Q1 2024 and held it in 1 quarter.
Riggs Asset Management's Workiva position peaked at $509 in Q1 2024.
300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Riggs Asset Management's 13F filing for Q2 2024, filed 29 Jul 2024.