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Wipfli Financial Advisors’s Workiva WK Stock Holding History

Wipfli Financial 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
Q3 		$14K Buy
+181
New +$12.4K ﹤0.01% 1727

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wipfli Financial Advisors's WK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Workiva (WK) in Q3 2022: 181 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings.

262 funds tracked by Wall St. Rank hold WK as of Q3 2022.

  • Wipfli Financial Advisors held 181 shares of Workiva worth $14K as of Q3 2022.
  • Workiva was a new Wipfli Financial Advisors position in Q3 2022.
  • Workiva made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1727 holding.
  • 262 funds tracked by Wall St. Rank held Workiva as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.