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Stanley-Laman Group’s Workiva WK Stock Holding History

Stanley-Laman Group’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
Q3 		– Sell
-16,638
Closed -$1.1M – 297
2022
Q2 		$1.1M Buy
16,638
+199
+1% +$16.6K 0.2% 154
2022
Q1 		$1.94M Buy
16,439
+3,888
+31% +$430K 0.27% 133
2021
Q4 		$1.64M Buy
+12,551
New +$1.77M 0.19% 157

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Stanley-Laman Group's WK Position: Q3 2022 in Review

Stanley-Laman Group sold out of Workiva (WK) in Q3 2022, closing a stake of 16,638 shares — an estimated $1.1M sold.

Stanley-Laman Group first reported a position in WK in Q4 2021 and held it in 3 quarters. The position peaked at $1.94M in Q1 2022. 261 funds tracked by Wall St. Rank hold WK as of Q3 2022.

  • Stanley-Laman Group reported no remaining Workiva position as of Q3 2022 after selling out during the quarter.
  • Stanley-Laman Group sold 16,638 Workiva shares in Q3 2022, an estimated $1.1M.
  • Stanley-Laman Group first reported a position in Workiva in Q4 2021 and held it in 3 quarters.
  • Stanley-Laman Group's Workiva position peaked at $1.94M in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Workiva as of Q3 2022.

Based on Stanley-Laman Group's 13F filing for Q3 2022, filed 18 Oct 2022.