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Wedbush Securities’s Workiva WK Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-2,025
Closed -$206K – 1283
2023
Q4 		$206K Buy
2,025
+5
+0.2% +$482 0.01% 953
2023
Q3 		$205K Sell
2,020
-10
-0.5% -$1.04K 0.01% 914
2023
Q2 		$206K Sell
2,030
-311
-13% -$29.9K 0.01% 922
2023
Q1 		$240K Buy
+2,341
New +$212K 0.01% 848

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wedbush Securities's WK Position: Q1 2024 in Review

Wedbush Securities sold out of Workiva (WK) in Q1 2024, closing a stake of 2,025 shares — an estimated $206K sold.

Wedbush Securities first reported a position in WK in Q1 2023 and held it in 4 quarters. The position peaked at $240K in Q1 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Wedbush Securities reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Wedbush Securities sold 2,025 Workiva shares in Q1 2024, an estimated $206K.
  • Wedbush Securities first reported a position in Workiva in Q1 2023 and held it in 4 quarters.
  • Wedbush Securities's Workiva position peaked at $240K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Wedbush Securities's 13F filing for Q1 2024, filed 15 May 2024.