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Verdence Capital Advisors’s Workiva WK Stock Holding History

Verdence Capital 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
-2,182
Closed -$223K – 559
2023
Q1 		$223K Buy
+2,182
New +$198K 0.03% 499
2022
Q4 		– Sell
-3,011
Closed -$234K – 559
2022
Q3 		$234K Buy
+3,011
New +$206K 0.03% 454

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

Verdence Capital Advisors's WK Position: Q2 2023 in Review

Verdence Capital Advisors sold out of Workiva (WK) in Q2 2023, closing a stake of 2,182 shares — an estimated $223K sold.

Verdence Capital Advisors first reported a position in WK in Q3 2022 and held it in 2 quarters. The position peaked at $234K in Q3 2022. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

  • Verdence Capital Advisors reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
  • Verdence Capital Advisors sold 2,182 Workiva shares in Q2 2023, an estimated $223K.
  • Verdence Capital Advisors first reported a position in Workiva in Q3 2022 and held it in 2 quarters.
  • Verdence Capital Advisors's Workiva position peaked at $234K in Q3 2022.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on Verdence Capital Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.