West Tower Group’s Workiva WK Stock Holding History

West Tower Group’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 Q4	–	Sell	-753	Closed	-$76.3K	–	779
2023 Q3	$76.3K	Buy	+753	New	+$78.3K	0.04%	130

Other funds holding WK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

West Tower Group's WK Position: Q4 2023 in Review

West Tower Group sold out of Workiva (WK) in Q4 2023, closing a stake of 753 shares — an estimated $76.3K sold.

West Tower Group first reported a position in WK in Q3 2023 and held it in 1 quarter. The position peaked at $76.3K in Q3 2023. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

West Tower Group reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 753 Workiva shares in Q4 2023, an estimated $76.3K.
West Tower Group first reported a position in Workiva in Q3 2023 and held it in 1 quarter.
West Tower Group's Workiva position peaked at $76.3K in Q3 2023.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.