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Affinity Wealth Management’s Workday WDAY Stock Holding History

Affinity Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,083
Closed -$1.46M – 111
2019
Q2 		$1.46M Sell
7,083
-1
-0% -$202 0.57% 27
2019
Q1 		$1.37M Buy
7,084
+631
+10% +$115K 0.54% 27
2018
Q4 		$1.03M Buy
+6,453
New +$914K 0.62% 28

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Affinity Wealth Management's WDAY Position: Q3 2019 in Review

Affinity Wealth Management sold out of Workday (WDAY) in Q3 2019, closing a stake of 7,083 shares — an estimated $1.46M sold.

Affinity Wealth Management first reported a position in WDAY in Q4 2018 and held it in 3 quarters. The position peaked at $1.46M in Q2 2019. 572 funds tracked by Wall St. Rank hold WDAY as of Q3 2019.

  • Affinity Wealth Management reported no remaining Workday position as of Q3 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 7,083 Workday shares in Q3 2019, an estimated $1.46M.
  • Affinity Wealth Management first reported a position in Workday in Q4 2018 and held it in 3 quarters.
  • Affinity Wealth Management's Workday position peaked at $1.46M in Q2 2019.
  • 572 funds tracked by Wall St. Rank held Workday as of Q3 2019.

Based on Affinity Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.