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SYSTM Wealth Solutions’s Workiva WK Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-668
Closed -$56.6K – 971
2024
Q1 		$56.6K Sell
668
-11
-2% -$991 0.01% 562
2023
Q4 		$68.9K Buy
+679
New +$65.5K 0.01% 527

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SYSTM Wealth Solutions's WK Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Workiva (WK) in Q2 2024, closing a stake of 668 shares — an estimated $56.6K sold.

SYSTM Wealth Solutions first reported a position in WK in Q4 2023 and held it in 2 quarters. The position peaked at $68.9K in Q4 2023. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 668 Workiva shares in Q2 2024, an estimated $56.6K.
  • SYSTM Wealth Solutions first reported a position in Workiva in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Workiva position peaked at $68.9K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.