World Equity Group’s Workiva WK Stock Holding History

World Equity 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 Q2	–	Sell	-9,162	Closed	-$3.47M	–	573
2023 Q1	$3.47M	Buy	+9,162	New	+$830K	0.52%	46

Other funds holding WK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

World Equity Group's WK Position: Q2 2023 in Review

World Equity Group sold out of Workiva (WK) in Q2 2023, closing a stake of 9,162 shares — an estimated $3.47M sold.

World Equity Group first reported a position in WK in Q1 2023 and held it in 1 quarter. The position peaked at $3.47M in Q1 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2023.

World Equity Group reported no remaining Workiva position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 9,162 Workiva shares in Q2 2023, an estimated $3.47M.
World Equity Group first reported a position in Workiva in Q1 2023 and held it in 1 quarter.
World Equity Group's Workiva position peaked at $3.47M in Q1 2023.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.