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Sonora Investment Management’s Workiva WK Stock Holding History

Sonora Investment Management’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
2021
Q3 		$510K Hold
3,619
– – 0.06% 127
2021
Q2 		$403K Buy
+3,619
New +$351K 0.05% 143

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's WK Position: Q3 2021 in Review

Sonora Investment Management held its Workiva (WK) position steady in Q3 2021 at 3,619 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #127.

Sonora Investment Management first reported a position in WK in Q2 2021 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold WK as of Q3 2021.

  • Sonora Investment Management held 3,619 shares of Workiva worth $510K as of Q3 2021.
  • Sonora Investment Management left its Workiva share count unchanged in Q3 2021.
  • Workiva made up 0.06% of Sonora Investment Management's portfolio in Q3 2021, its #127 holding.
  • Sonora Investment Management first reported a position in Workiva in Q2 2021 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Workiva as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.