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Modera Wealth Management’s Workday WDAY Stock Holding History

Modera Wealth Management’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
-22,425
Closed -$4.2M – 163
2020
Q2 		$4.2M Hold
22,425
– – 0.67% 23
2020
Q1 		$2.92M Buy
+22,425
New +$3.78M 0.61% 25

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Modera Wealth Management's WDAY Position: Q3 2020 in Review

Modera Wealth Management sold out of Workday (WDAY) in Q3 2020, closing a stake of 22,425 shares — an estimated $4.2M sold.

Modera Wealth Management first reported a position in WDAY in Q1 2020 and held it in 2 quarters. The position peaked at $4.2M in Q2 2020. 699 funds tracked by Wall St. Rank hold WDAY as of Q3 2020.

  • Modera Wealth Management reported no remaining Workday position as of Q3 2020 after selling out during the quarter.
  • Modera Wealth Management sold 22,425 Workday shares in Q3 2020, an estimated $4.2M.
  • Modera Wealth Management first reported a position in Workday in Q1 2020 and held it in 2 quarters.
  • Modera Wealth Management's Workday position peaked at $4.2M in Q2 2020.
  • 699 funds tracked by Wall St. Rank held Workday as of Q3 2020.

Based on Modera Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.