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Workiva Inc equity us cm shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Workiva Inc equity us cm (WK) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Workiva Inc equity us cm

Tip: Access up to 7 years of quarterly data

All positions including Workiva Inc equity us cm held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva Inc equity us cm by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 3.1k 79.12
2024-03-31 $474k 5.6k 84.80
2023-12-31 $624k 6.1k 101.53
2022-12-31 $545k 6.5k 83.97
2022-09-30 $545k 7.0k 77.86

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Top funds holding Workiva Inc equity us cm

Vanguard Group
BlackRock
BlackRock
Macquarie Group
T. Rowe Price Investment Management
Riverbrige Partners
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Conestoga Capital Advisors
Brown Advisory Holdings Incorporated
Brown Capital Management
First Trust Advisors
Mairs and Power
Artisan Partners Limited Partnership

View all funds holding Workiva Inc equity us cm