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Steward Partners Investment Advisory’s Workiva WK Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-100
Closed -$10.2K – 3686
2023
Q4 		$10.2K Hold
100
– – ﹤0.01% 2705
2023
Q3 		$10.1K Hold
100
– – ﹤0.01% 2594
2023
Q2 		$10.2K Hold
100
– – ﹤0.01% 2567
2023
Q1 		$10.2K Hold
100
– – ﹤0.01% 2529
2022
Q4 		$8.4K Hold
100
– – ﹤0.01% 2594
2022
Q3 		$8K Sell
100
-29
-22% -$1.98K ﹤0.01% 2632
2022
Q2 		$9K Buy
129
+29
+29% +$2.41K ﹤0.01% 2580
2022
Q1 		$12K Hold
100
– – ﹤0.01% 2600
2021
Q4 		$13K Hold
100
– – ﹤0.01% 2514
2021
Q3 		$14K Buy
+100
New +$13.5K ﹤0.01% 2487

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's WK Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Workiva (WK) in Q1 2024, closing a stake of 100 shares — an estimated $10.2K sold.

Steward Partners Investment Advisory first reported a position in WK in Q3 2021 and held it in 10 quarters. The position peaked at $14K in Q3 2021. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Workiva shares in Q1 2024, an estimated $10.2K.
  • Steward Partners Investment Advisory first reported a position in Workiva in Q3 2021 and held it in 10 quarters.
  • Steward Partners Investment Advisory's Workiva position peaked at $14K in Q3 2021.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.