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TCWP’s Workiva WK Stock Holding History

TCWP’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
Q2 		– Sell
-114
Closed -$13K – 1754
2022
Q1 		$13K Buy
+114
New +$12.6K ﹤0.01% 823

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCWP's WK Position: Q2 2022 in Review

TCWP sold out of Workiva (WK) in Q2 2022, closing a stake of 114 shares — an estimated $13K sold.

TCWP first reported a position in WK in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • TCWP reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 114 Workiva shares in Q2 2022, an estimated $13K.
  • TCWP first reported a position in Workiva in Q1 2022 and held it in 1 quarter.
  • TCWP's Workiva position peaked at $13K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.