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StackLine Partners’s Workiva WK Stock Holding History

StackLine Partners’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
2020
Q2 		– Sell
-119,595
Closed -$3.87M – 14
2020
Q1 		$3.87M Sell
119,595
-73,440
-38% -$3.05M 2% 11
2019
Q4 		$8.12M Buy
+193,035
New +$8.13M 3.89% 12
2019
Q1 		– Sell
-122,400
Closed -$4.39M – 19
2018
Q4 		$4.39M Buy
+122,400
New +$4.3M 2.98% 12

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

StackLine Partners's WK Position: Q2 2020 in Review

StackLine Partners sold out of Workiva (WK) in Q2 2020, closing a stake of 119,595 shares — an estimated $3.87M sold.

StackLine Partners first reported a position in WK in Q4 2018 and held it in 3 quarters. The position peaked at $8.12M in Q4 2019. 178 funds tracked by Wall St. Rank hold WK as of Q2 2020.

  • StackLine Partners reported no remaining Workiva position as of Q2 2020 after selling out during the quarter.
  • StackLine Partners sold 119,595 Workiva shares in Q2 2020, an estimated $3.87M.
  • StackLine Partners first reported a position in Workiva in Q4 2018 and held it in 3 quarters.
  • StackLine Partners's Workiva position peaked at $8.12M in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Workiva as of Q2 2020.

Based on StackLine Partners's 13F filing for Q2 2020, filed 14 Aug 2020.