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Weiss Multi-Strategy Advisers’s Workiva WK Stock Holding History

Weiss Multi-Strategy Advisers’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
Q3 		– Sell
-14,190
Closed -$1.44M – 748
2023
Q2 		$1.44M Sell
14,190
-487
-3% -$46.8K 0.03% 511
2023
Q1 		$1.5M Sell
14,677
-5,000
-25% -$453K 0.04% 462
2022
Q4 		$1.65M Sell
19,677
-323
-2% -$25K 0.05% 410
2022
Q3 		$1.56M Buy
+20,000
New +$1.37M 0.04% 447

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Weiss Multi-Strategy Advisers's WK Position: Q3 2023 in Review

Weiss Multi-Strategy Advisers sold out of Workiva (WK) in Q3 2023, closing a stake of 14,190 shares — an estimated $1.44M sold.

Weiss Multi-Strategy Advisers first reported a position in WK in Q3 2022 and held it in 4 quarters. The position peaked at $1.65M in Q4 2022. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

  • Weiss Multi-Strategy Advisers reported no remaining Workiva position as of Q3 2023 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 14,190 Workiva shares in Q3 2023, an estimated $1.44M.
  • Weiss Multi-Strategy Advisers first reported a position in Workiva in Q3 2022 and held it in 4 quarters.
  • Weiss Multi-Strategy Advisers's Workiva position peaked at $1.65M in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.