JWS
DATA

Juncture Wealth Strategies’s Tableau Software, Inc. DATA Stock Holding History

Juncture Wealth Strategies’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
-3,802
Closed -$484K – 131
2019
Q1 		$484K Buy
+3,802
New +$480K 0.37% 75

Other funds holding DATA

T. Rowe Price Associates
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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

Juncture Wealth Strategies's DATA Position: Q2 2019 in Review

Juncture Wealth Strategies sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 3,802 shares — an estimated $484K sold.

Juncture Wealth Strategies first reported a position in DATA in Q1 2019 and held it in 1 quarter. The position peaked at $484K in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

  • Juncture Wealth Strategies reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,802 Tableau Software, Inc. shares in Q2 2019, an estimated $484K.
  • Juncture Wealth Strategies first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 1 quarter.
  • Juncture Wealth Strategies's Tableau Software, Inc. position peaked at $484K in Q1 2019.
  • 385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Juncture Wealth Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.