Zacks Investment Management
WK icon

Zacks Investment Management’s Workiva WK Stock Holding History

Zacks Investment 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
2023
Q1 		– Sell
-10,047
Closed -$5K – 708
2022
Q4 		$5K Buy
+10,047
New +$779K ﹤0.01% 595

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Zacks Investment Management's WK Position: Q1 2023 in Review

Zacks Investment Management sold out of Workiva (WK) in Q1 2023, closing a stake of 10,047 shares — an estimated $5K sold.

Zacks Investment Management first reported a position in WK in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 310 funds tracked by Wall St. Rank hold WK as of Q1 2023.

  • Zacks Investment Management reported no remaining Workiva position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 10,047 Workiva shares in Q1 2023, an estimated $5K.
  • Zacks Investment Management first reported a position in Workiva in Q4 2022 and held it in 1 quarter.
  • Zacks Investment Management's Workiva position peaked at $5K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Workiva as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.