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Optimum Investment Advisors’s Workday WDAY Stock Holding History

Optimum Investment Advisors’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
2019
Q3 		– Sell
-200
Closed -$41K – 1033
2019
Q2 		$41K Sell
200
-300
-60% -$60.6K 0.01% 548
2019
Q1 		$96K Buy
+500
New +$90.9K 0.03% 385
2018
Q3 		– Sell
-200
Closed -$24K – 1090
2018
Q2 		$24K Buy
+200
New +$25.6K 0.01% 696

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Optimum Investment Advisors's WDAY Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Workday (WDAY) in Q3 2019, closing a stake of 200 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in WDAY in Q2 2018 and held it in 3 quarters. The position peaked at $96K in Q1 2019. 571 funds tracked by Wall St. Rank hold WDAY as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Workday position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Workday shares in Q3 2019, an estimated $41K.
  • Optimum Investment Advisors first reported a position in Workday in Q2 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Workday position peaked at $96K in Q1 2019.
  • 571 funds tracked by Wall St. Rank held Workday as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.