Workiva Inc equity us cm shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Workiva Inc equity us cm (WK) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Workiva Inc equity us cm
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Quarterly reported holdings in Workiva Inc equity us cm by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $702k | 6.9k | 101.34 |
| 2023-06-30 | $722k | 7.1k | 101.66 |
| 2023-03-31 | $836k | 8.2k | 102.41 |
| 2022-06-30 | $640k | 9.7k | 65.97 |
| 2022-03-31 | $1.4M | 12k | 118.04 |
| 2021-12-31 | $1.7M | 13k | 130.53 |
| 2021-09-30 | $1.9M | 13k | 140.96 |
| 2021-06-30 | $1.4M | 13k | 111.31 |
| 2021-03-31 | $982k | 11k | 88.23 |
| 2020-12-31 | $797k | 8.7k | 91.67 |
| 2020-09-30 | $377k | 6.8k | 55.82 |