Spire Wealth Management’s Workiva WK Stock Holding History

Spire Wealth 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
2024 Q3	–	Sell	-42	Closed	-$3.07K	–	2279
2024 Q2	$3.07K	Sell	42 -9	-18%	-$708	﹤0.01%	1927
2024 Q1	$4.33K	Hold	51	–	–	﹤0.01%	1962
2023 Q4	$4.93K	Hold	51	–	–	﹤0.01%	1959
2023 Q3	$5.17K	Hold	51	–	–	﹤0.01%	1937
2023 Q2	$5.18K	Sell	51 -14	-22%	-$1.35K	﹤0.01%	1991
2023 Q1	$6.66K	Sell	65 -36	-36%	-$3.26K	﹤0.01%	1971
2022 Q4	$8K	Buy	101 +50	+98%	+$3.88K	﹤0.01%	1715
2022 Q3	$4K	Sell	51 -100	-66%	-$6.83K	﹤0.01%	1831
2022 Q2	$10K	Hold	151	–	–	﹤0.01%	1933
2022 Q1	$18K	Hold	151	–	–	﹤0.01%	1860
2021 Q4	$20K	Hold	151	–	–	﹤0.01%	2123
2021 Q3	$21K	Hold	151	–	–	﹤0.01%	1845
2021 Q2	$17K	Buy	151 +98	+185%	+$9.52K	﹤0.01%	1954
2021 Q1	$5K	Buy	+53	New	+$5.25K	﹤0.01%	2656

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Spire Wealth Management's WK Position: Q3 2024 in Review

Spire Wealth Management sold out of Workiva (WK) in Q3 2024, closing a stake of 42 shares — an estimated $3.07K sold.

Spire Wealth Management first reported a position in WK in Q1 2021 and held it in 14 quarters. The position peaked at $21K in Q3 2021. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

Spire Wealth Management reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 42 Workiva shares in Q3 2024, an estimated $3.07K.
Spire Wealth Management first reported a position in Workiva in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's Workiva position peaked at $21K in Q3 2021.
294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.