Sierra Capital’s Workiva WK Stock Holding History

Sierra Capital’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
2022 Q2	–	Sell	-26	Closed	-$3K	–	825
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	622
2021 Q4	$3K	Buy	+26	New	+$3.67K	﹤0.01%	629

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

CIP

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

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

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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

Sierra Capital's WK Position: Q2 2022 in Review

Sierra Capital sold out of Workiva (WK) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Sierra Capital first reported a position in WK in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

Sierra Capital reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
Sierra Capital sold 26 Workiva shares in Q2 2022, an estimated $3K.
Sierra Capital first reported a position in Workiva in Q4 2021 and held it in 2 quarters.
Sierra Capital's Workiva position peaked at $3K in Q1 2022.
251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Sierra Capital's 13F filing for Q2 2022, filed 4 Aug 2022.