Westfield Capital Management
WK icon

Westfield Capital Management’s Workiva WK Stock Holding History

Westfield Capital Management’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
2022
Q2 		– Sell
-248,100
Closed -$29.3M – 255
2022
Q1 		$29.3M Buy
248,100
+3,212
+1% +$355K 0.19% 148
2021
Q4 		$32M Buy
+244,888
New +$34.5M 0.19% 148

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Ameriprise
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RP
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Westfield Capital Management's WK Position: Q2 2022 in Review

Westfield Capital Management sold out of Workiva (WK) in Q2 2022, closing a stake of 248,100 shares — an estimated $29.3M sold.

Westfield Capital Management first reported a position in WK in Q4 2021 and held it in 2 quarters. The position peaked at $32M in Q4 2021. 251 funds tracked by Wall St. Rank hold WK as of Q2 2022.

  • Westfield Capital Management reported no remaining Workiva position as of Q2 2022 after selling out during the quarter.
  • Westfield Capital Management sold 248,100 Workiva shares in Q2 2022, an estimated $29.3M.
  • Westfield Capital Management first reported a position in Workiva in Q4 2021 and held it in 2 quarters.
  • Westfield Capital Management's Workiva position peaked at $32M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Workiva as of Q2 2022.

Based on Westfield Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.