Valeo Financial Advisors’s Workiva WK Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-28	Closed	-$1K	–	2168
2020 Q2	$1K	Buy	+28	New	+$1.15K	﹤0.01%	1983

Other funds holding WK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

PIMC

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's WK Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Workiva (WK) in Q3 2020, closing a stake of 28 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WK in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 186 funds tracked by Wall St. Rank hold WK as of Q3 2020.

Valeo Financial Advisors reported no remaining Workiva position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 28 Workiva shares in Q3 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in Workiva in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's Workiva position peaked at $1K in Q2 2020.
186 funds tracked by Wall St. Rank held Workiva as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.