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Avalon Investment & Advisory’s Workday WDAY Stock Holding History

Avalon Investment & Advisory’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
2020
Q4 		– Sell
-1,439
Closed -$310K – 351
2020
Q3 		$310K Buy
1,439
+256
+22% +$50.6K 0.01% 295
2020
Q2 		$222K Buy
+1,183
New +$191K 0.01% 290
2019
Q2 		– Sell
-1,462
Closed -$282K – 354
2019
Q1 		$282K Buy
+1,462
New +$266K 0.01% 305

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Avalon Investment & Advisory's WDAY Position: Q4 2020 in Review

Avalon Investment & Advisory sold out of Workday (WDAY) in Q4 2020, closing a stake of 1,439 shares — an estimated $310K sold.

Avalon Investment & Advisory first reported a position in WDAY in Q1 2019 and held it in 3 quarters. The position peaked at $310K in Q3 2020. 785 funds tracked by Wall St. Rank hold WDAY as of Q4 2020.

  • Avalon Investment & Advisory reported no remaining Workday position as of Q4 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 1,439 Workday shares in Q4 2020, an estimated $310K.
  • Avalon Investment & Advisory first reported a position in Workday in Q1 2019 and held it in 3 quarters.
  • Avalon Investment & Advisory's Workday position peaked at $310K in Q3 2020.
  • 785 funds tracked by Wall St. Rank held Workday as of Q4 2020.

Based on Avalon Investment & Advisory's 13F filing for Q4 2020, filed 8 Feb 2021.