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Sowell Financial Services’s Workiva WK Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-337
Closed -$29K – 2737
2021
Q1 		$29K Sell
337
-160
-32% -$15.8K ﹤0.01% 1896
2020
Q4 		$46K Sell
497
-2
-0.4% -$140 ﹤0.01% 1433
2020
Q3 		$28K Buy
499
+139
+39% +$7.74K ﹤0.01% 1415
2020
Q2 		$19K Buy
360
+14
+4% +$574 ﹤0.01% 1485
2020
Q1 		$11K Buy
346
+96
+38% +$3.99K ﹤0.01% 1593
2019
Q4 		$11K Sell
250
-6
-2% -$253 ﹤0.01% 1667
2019
Q3 		$11K Buy
+256
New +$13.5K ﹤0.01% 1513

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Sowell Financial Services's WK Position: Q2 2021 in Review

Sowell Financial Services sold out of Workiva (WK) in Q2 2021, closing a stake of 337 shares — an estimated $29K sold.

Sowell Financial Services first reported a position in WK in Q3 2019 and held it in 7 quarters. The position peaked at $46K in Q4 2020. 250 funds tracked by Wall St. Rank hold WK as of Q2 2021.

  • Sowell Financial Services reported no remaining Workiva position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 337 Workiva shares in Q2 2021, an estimated $29K.
  • Sowell Financial Services first reported a position in Workiva in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Workiva position peaked at $46K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Workiva as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.