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Avantax Planning Partners’s Workday WDAY Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-18
Closed -$3K – 1188
2018
Q3 		$3K Buy
+18
New +$2.5K ﹤0.01% 1281
2018
Q2 		– Sell
-47
Closed -$6K – 1475
2018
Q1 		$6K Buy
+47
New +$5.75K ﹤0.01% 1286

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Planning Partners's WDAY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Workday (WDAY) in Q4 2018, closing a stake of 18 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in WDAY in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 526 funds tracked by Wall St. Rank hold WDAY as of Q4 2018.

  • Avantax Planning Partners reported no remaining Workday position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 18 Workday shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Workday in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Workday position peaked at $6K in Q1 2018.
  • 526 funds tracked by Wall St. Rank held Workday as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.