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

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

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

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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.