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Sageworth Trust Company of South Dakota’s Workiva WK Stock Holding History

Sageworth Trust Company of South Dakota’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
2023
Q2 		– Sell
-362
Closed -$37.1K – 211
2023
Q1 		$37.1K Hold
362
– – 0.09% 59
2022
Q4 		$30K Hold
362
– – 0.07% 64
2022
Q3 		$28K Sell
362
-256
-41% -$17.5K 0.07% 55
2022
Q2 		$41K Sell
618
-785
-56% -$65.3K 0.08% 59
2022
Q1 		$166K Hold
1,403
– – 0.31% 34
2021
Q4 		$183K Buy
+1,403
New +$198K 0.28% 35

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T. Rowe Price Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CIP
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Sageworth Trust Company of South Dakota's WK Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Workiva (WK) in Q2 2023, closing a stake of 362 shares — an estimated $37.1K sold.

Sageworth Trust Company of South Dakota first reported a position in WK in Q4 2021 and held it in 6 quarters. The position peaked at $183K in Q4 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • Sageworth Trust Company of South Dakota reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 362 Workiva shares in Q2 2023, an estimated $37.1K.
  • Sageworth Trust Company of South Dakota first reported a position in Workiva in Q4 2021 and held it in 6 quarters.
  • Sageworth Trust Company of South Dakota's Workiva position peaked at $183K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.