Symmetry Peak Management’s Workiva WK Stock Holding History

Symmetry Peak 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
2022 Q4	–	Sell	-5,000	Closed	-$389K	–	161
2022 Q3	$389K	Buy	+5,000	New	+$341K	0.46%	35

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Symmetry Peak Management's WK Position: Q4 2022 in Review

Symmetry Peak Management sold out of Workiva (WK) in Q4 2022, closing a stake of 5,000 shares — an estimated $389K sold.

Symmetry Peak Management first reported a position in WK in Q3 2022 and held it in 1 quarter. The position peaked at $389K in Q3 2022. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

Symmetry Peak Management reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
Symmetry Peak Management sold 5,000 Workiva shares in Q4 2022, an estimated $389K.
Symmetry Peak Management first reported a position in Workiva in Q3 2022 and held it in 1 quarter.
Symmetry Peak Management's Workiva position peaked at $389K in Q3 2022.
271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Symmetry Peak Management's 13F filing for Q4 2022, filed 14 Feb 2023.