SPC
WK icon

Sigma Planning Corp’s Workiva WK Stock Holding History

Sigma Planning Corp’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
-1,700
Closed -$201K – 1447
2022
Q1 		$201K Hold
1,700
– – 0.01% 1262
2021
Q4 		$222K Hold
1,700
– – 0.01% 1237
2021
Q3 		$240K Buy
+1,700
New +$230K 0.01% 1166
2019
Q2 		– Sell
-5,950
Closed -$302K – 1053
2019
Q1 		$302K Buy
+5,950
New +$262K 0.02% 676

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
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
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
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sigma Planning Corp's WK Position: Q2 2022 in Review

Sigma Planning Corp sold out of Workiva (WK) in Q2 2022, closing a stake of 1,700 shares — an estimated $201K sold.

Sigma Planning Corp first reported a position in WK in Q1 2019 and held it in 4 quarters. The position peaked at $302K in Q1 2019. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • Sigma Planning Corp reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 1,700 Workiva shares in Q2 2022, an estimated $201K.
  • Sigma Planning Corp first reported a position in Workiva in Q1 2019 and held it in 4 quarters.
  • Sigma Planning Corp's Workiva position peaked at $302K in Q1 2019.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.