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Synovus Financial’s Workiva WK Stock Holding History

Synovus Financial’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
-4,951
Closed -$330K – 886
2022
Q2 		$330K Buy
4,951
+96
+2% +$7.99K ﹤0.01% 696
2022
Q1 		$569K Sell
4,855
-488
-9% -$53.9K 0.01% 591
2021
Q4 		$704K Buy
5,343
+399
+8% +$56.3K 0.01% 543
2021
Q3 		$698K Sell
4,944
-669
-12% -$90.6K 0.01% 529
2021
Q2 		$624K Buy
5,613
+1,252
+29% +$122K 0.01% 559
2021
Q1 		$383K Sell
4,361
-2,270
-34% -$225K ﹤0.01% 609
2020
Q4 		$608K Buy
6,631
+199
+3% +$14K 0.01% 500
2020
Q3 		$357K Buy
6,432
+1,185
+23% +$65.9K ﹤0.01% 574
2020
Q2 		$280K Sell
5,247
-3,334
-39% -$137K ﹤0.01% 592
2020
Q1 		$276K Buy
8,581
+709
+9% +$29.5K ﹤0.01% 695
2019
Q4 		$327K Buy
7,872
+440
+6% +$18.5K ﹤0.01% 572
2019
Q3 		$325K Buy
+7,432
New +$392K ﹤0.01% 554

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

Synovus Financial's WK Position: Q3 2022 in Review

Synovus Financial sold out of Workiva (WK) in Q3 2022, closing a stake of 4,951 shares — an estimated $330K sold.

Synovus Financial first reported a position in WK in Q3 2019 and held it in 12 quarters. The position peaked at $704K in Q4 2021. 261 funds tracked by Wall St. Rank hold WK as of Q3 2022.

  • Synovus Financial reported no remaining Workiva position as of Q3 2022 after selling out during the quarter.
  • Synovus Financial sold 4,951 Workiva shares in Q3 2022, an estimated $330K.
  • Synovus Financial first reported a position in Workiva in Q3 2019 and held it in 12 quarters.
  • Synovus Financial's Workiva position peaked at $704K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Workiva as of Q3 2022.

Based on Synovus Financial's 13F filing for Q3 2022, filed 27 Oct 2022.