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Beacon Pointe Wealth Advisors’s Workday WDAY Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		$464K Buy
2,820
+28
+1% +$4.65K 0.09% 165
2019
Q3 		$475K Sell
2,792
-2,991
-52% -$577K 0.1% 162
2019
Q2 		$1.19M Buy
+5,783
New +$1.17M 0.25% 85

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Beacon Pointe Wealth Advisors's WDAY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Workday (WDAY) stake by 1% in Q4 2019, buying an estimated $4.65K and bringing the position to 2,820 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #165.

Beacon Pointe Wealth Advisors first reported a position in WDAY in Q2 2019 and has held it in 3 quarters since. The position peaked at $1.19M in Q2 2019. 592 funds tracked by Wall St. Rank hold WDAY as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,820 shares of Workday worth $464K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 28 Workday shares in Q4 2019, an estimated $4.65K.
  • Workday made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #165 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Workday in Q2 2019 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Workday position peaked at $1.19M in Q2 2019.
  • 592 funds tracked by Wall St. Rank held Workday as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.