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Whetstone Capital Advisors’s Workiva WK Stock Holding History

Whetstone Capital 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
2022
Q4 		– Sell
-28,388
Closed -$2.21M – 38
2022
Q3 		$2.21M Buy
+28,388
New +$1.94M 1.36% 20

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Whetstone Capital Advisors's WK Position: Q4 2022 in Review

Whetstone Capital Advisors sold out of Workiva (WK) in Q4 2022, closing a stake of 28,388 shares — an estimated $2.21M sold.

Whetstone Capital Advisors first reported a position in WK in Q3 2022 and held it in 1 quarter. The position peaked at $2.21M in Q3 2022. 271 funds tracked by Wall St. Rank hold WK as of Q4 2022.

  • Whetstone Capital Advisors reported no remaining Workiva position as of Q4 2022 after selling out during the quarter.
  • Whetstone Capital Advisors sold 28,388 Workiva shares in Q4 2022, an estimated $2.21M.
  • Whetstone Capital Advisors first reported a position in Workiva in Q3 2022 and held it in 1 quarter.
  • Whetstone Capital Advisors's Workiva position peaked at $2.21M in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Workiva as of Q4 2022.

Based on Whetstone Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.