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CSat Investment Advisory’s Workday WDAY Stock Holding History

CSat 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
-1,144
Closed -$246K – 963
2020
Q3 		$246K Buy
1,144
+104
+10% +$20.6K 0.02% 242
2020
Q2 		$195K Buy
1,040
+269
+35% +$43.5K 0.02% 315
2020
Q1 		$100K Buy
771
+77
+11% +$13K 0.02% 344
2019
Q4 		$114K Buy
694
+75
+12% +$12.5K 0.03% 336
2019
Q3 		$105K Buy
619
+106
+21% +$20.5K 0.03% 307
2019
Q2 		$105K Buy
+513
New +$104K 0.04% 291

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 $110B AUM 4.8% 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 $167B AUM 44.17% 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

CSat Investment Advisory's WDAY Position: Q4 2020 in Review

CSat Investment Advisory sold out of Workday (WDAY) in Q4 2020, closing a stake of 1,144 shares — an estimated $246K sold.

CSat Investment Advisory first reported a position in WDAY in Q2 2019 and held it in 6 quarters. The position peaked at $246K in Q3 2020. 786 funds tracked by Wall St. Rank hold WDAY as of Q4 2020.

  • CSat Investment Advisory reported no remaining Workday position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,144 Workday shares in Q4 2020, an estimated $246K.
  • CSat Investment Advisory first reported a position in Workday in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Workday position peaked at $246K in Q3 2020.
  • 786 funds tracked by Wall St. Rank held Workday as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.