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Washington Trust Advisors’s Workiva WK Stock Holding History

Washington Trust 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
2024
Q3 		– Sell
-17
Closed -$1.24K – 683
2024
Q2 		$1.24K Sell
17
-36
-68% -$2.83K ﹤0.01% 644
2024
Q1 		$4.51K Buy
53
+7
+15% +$631 ﹤0.01% 587
2023
Q4 		$4.67K Hold
46
– – ﹤0.01% 579
2023
Q3 		$4.66K Sell
46
-7
-13% -$728 ﹤0.01% 560
2023
Q2 		$5.39K Hold
53
– – ﹤0.01% 533
2023
Q1 		$5.43K Sell
53
-25
-32% -$2.27K ﹤0.01% 591
2022
Q4 		$6.55K Hold
78
– – ﹤0.01% 561
2022
Q3 		$6K Hold
78
– – ﹤0.01% 697
2022
Q2 		$5K Buy
78
+28
+56% +$2.33K ﹤0.01% 763
2022
Q1 		$6K Buy
+50
New +$5.53K ﹤0.01% 801

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Washington Trust Advisors's WK Position: Q3 2024 in Review

Washington Trust Advisors sold out of Workiva (WK) in Q3 2024, closing a stake of 17 shares — an estimated $1.24K sold.

Washington Trust Advisors first reported a position in WK in Q1 2022 and held it in 10 quarters. The position peaked at $6.55K in Q4 2022. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Washington Trust Advisors reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 17 Workiva shares in Q3 2024, an estimated $1.24K.
  • Washington Trust Advisors first reported a position in Workiva in Q1 2022 and held it in 10 quarters.
  • Washington Trust Advisors's Workiva position peaked at $6.55K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.