UBS AM
WKME

UBS AM’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

UBS AM’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,355
Closed -$256K – 2878
2024
Q2 		$256K Buy
+18,355
New +$179K ﹤0.01% 2742

Other funds holding WKME

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
CC
Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS AM's WKME Position: Q3 2024 in Review

UBS AM sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 18,355 shares — an estimated $256K sold.

UBS AM first reported a position in WKME in Q2 2024 and held it in 1 quarter. The position peaked at $256K in Q2 2024. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

  • UBS AM reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
  • UBS AM sold 18,355 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $256K.
  • UBS AM first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2024 and held it in 1 quarter.
  • UBS AM's WalkMe Ltd. Ordinary Shares position peaked at $256K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on UBS AM's 13F filing for Q3 2024, filed 14 Nov 2024.