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Beaumont Financial Advisors’s Workday WDAY Stock Holding History

Beaumont Financial 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 		– Sell
-3,332
Closed -$566K – 298
2019
Q3 		$566K Buy
+3,332
New +$643K 0.06% 158

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

Beaumont Financial Advisors's WDAY Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of Workday (WDAY) in Q4 2019, closing a stake of 3,332 shares — an estimated $566K sold.

Beaumont Financial Advisors first reported a position in WDAY in Q3 2019 and held it in 1 quarter. The position peaked at $566K in Q3 2019. 592 funds tracked by Wall St. Rank hold WDAY as of Q4 2019.

  • Beaumont Financial Advisors reported no remaining Workday position as of Q4 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,332 Workday shares in Q4 2019, an estimated $566K.
  • Beaumont Financial Advisors first reported a position in Workday in Q3 2019 and held it in 1 quarter.
  • Beaumont Financial Advisors's Workday position peaked at $566K in Q3 2019.
  • 592 funds tracked by Wall St. Rank held Workday as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.