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Kore Private Wealth’s Workday WDAY Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-54
Closed -$10K – 1077
2020
Q2 		$10K Buy
54
+5
+10% +$808 ﹤0.01% 794
2020
Q1 		$6K Sell
49
-344
-88% -$58K ﹤0.01% 786
2019
Q4 		$65K Buy
+393
New +$65.2K 0.01% 448
2019
Q2 		– Sell
-97
Closed -$19K – 787
2019
Q1 		$19K Hold
97
– – ﹤0.01% 516
2018
Q4 		$15K Buy
+97
New +$13.7K ﹤0.01% 524

Other funds holding WDAY

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kore Private Wealth's WDAY Position: Q3 2020 in Review

Kore Private Wealth sold out of Workday (WDAY) in Q3 2020, closing a stake of 54 shares — an estimated $10K sold.

Kore Private Wealth first reported a position in WDAY in Q4 2018 and held it in 5 quarters. The position peaked at $65K in Q4 2019. 699 funds tracked by Wall St. Rank hold WDAY as of Q3 2020.

  • Kore Private Wealth reported no remaining Workday position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 54 Workday shares in Q3 2020, an estimated $10K.
  • Kore Private Wealth first reported a position in Workday in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Workday position peaked at $65K in Q4 2019.
  • 699 funds tracked by Wall St. Rank held Workday as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.