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TCI Wealth Advisors’s Workiva WK Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-59
Closed -$6.04K – 2235
2023
Q1 		$6.04K Buy
59
+1
+2% +$91 ﹤0.01% 1399
2022
Q4 		$4.87K Buy
+58
New +$4.5K ﹤0.01% 1538
2022
Q3 		– Sell
-110
Closed -$7K – 2616
2022
Q2 		$7K Sell
110
-76
-41% -$6.33K ﹤0.01% 1299
2022
Q1 		$22K Buy
186
+84
+82% +$9.29K ﹤0.01% 667
2021
Q4 		$13K Buy
102
+9
+10% +$1.27K ﹤0.01% 993
2021
Q3 		$13K Hold
93
– – ﹤0.01% 941
2021
Q2 		$10K Buy
93
+49
+111% +$4.76K ﹤0.01% 992
2021
Q1 		$4K Buy
+44
New +$4.36K ﹤0.01% 1437

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

TCI Wealth Advisors's WK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Workiva (WK) in Q2 2023, closing a stake of 59 shares — an estimated $6.04K sold.

TCI Wealth Advisors first reported a position in WK in Q1 2021 and held it in 8 quarters. The position peaked at $22K in Q1 2022. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 59 Workiva shares in Q2 2023, an estimated $6.04K.
  • TCI Wealth Advisors first reported a position in Workiva in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Workiva position peaked at $22K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.