Syverson Strege & Co’s Workiva WK Stock Holding History

Syverson Strege & Co’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
2021 Q1	–	Sell	-13,240	Closed	-$1.21M	–	286
2020 Q4	$1.21M	Buy	+13,240	New	+$930K	1.16%	14

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Syverson Strege & Co's WK Position: Q1 2021 in Review

Syverson Strege & Co sold out of Workiva (WK) in Q1 2021, closing a stake of 13,240 shares — an estimated $1.21M sold.

Syverson Strege & Co first reported a position in WK in Q4 2020 and held it in 1 quarter. The position peaked at $1.21M in Q4 2020. 238 funds tracked by Wall St. Rank hold WK as of Q1 2021.

Syverson Strege & Co reported no remaining Workiva position as of Q1 2021 after selling out during the quarter.
Syverson Strege & Co sold 13,240 Workiva shares in Q1 2021, an estimated $1.21M.
Syverson Strege & Co first reported a position in Workiva in Q4 2020 and held it in 1 quarter.
Syverson Strege & Co's Workiva position peaked at $1.21M in Q4 2020.
238 funds tracked by Wall St. Rank held Workiva as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.