IWP
DATA

Icon Wealth Partners’s Tableau Software, Inc. DATA Stock Holding History

Icon Wealth Partners’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-66
Closed -$8K – 893
2019
Q1 		$8K Buy
+66
New +$8.33K ﹤0.01% 709
2018
Q3 		– Sell
-66
Closed -$6K – 807
2018
Q2 		$6K Buy
+66
New +$6.05K ﹤0.01% 751
2018
Q1 		– Sell
-63
Closed -$4K – 827
2017
Q4 		$4K Buy
+63
New +$4.63K ﹤0.01% 802

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Icon Wealth Partners's DATA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 66 shares — an estimated $8K sold.

Icon Wealth Partners first reported a position in DATA in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 66 Tableau Software, Inc. shares in Q2 2019, an estimated $8K.
  • Icon Wealth Partners first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Tableau Software, Inc. position peaked at $8K in Q1 2019.
  • 385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.