AWA
DATA

Acorn Wealth Advisors’s Tableau Software, Inc. DATA Stock Holding History

Acorn Wealth Advisors’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10
Closed -$1K – 828
2018
Q1 		$1K Hold
10
– – ﹤0.01% 839
2017
Q4 		$1K Buy
+10
New +$735 ﹤0.01% 803

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Wealth Advisors's DATA Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Tableau Software, Inc. (DATA) in Q2 2018, closing a stake of 10 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in DATA in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 291 funds tracked by Wall St. Rank hold DATA as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Tableau Software, Inc. position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 10 Tableau Software, Inc. shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Tableau Software, Inc. position peaked at $1K in Q1 2018.
  • 291 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.