Ropes Wealth Advisors’s Workiva WK Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-260	Closed	-$14K	–	931
2020 Q3	$14K	Buy	+260	New	+$14.5K	﹤0.01%	488

Other funds holding WK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's WK Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Workiva (WK) in Q4 2020, closing a stake of 260 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in WK in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 216 funds tracked by Wall St. Rank hold WK as of Q4 2020.

Ropes Wealth Advisors reported no remaining Workiva position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 260 Workiva shares in Q4 2020, an estimated $14K.
Ropes Wealth Advisors first reported a position in Workiva in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Workiva position peaked at $14K in Q3 2020.
216 funds tracked by Wall St. Rank held Workiva as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.