Polaris Wealth Advisory Group’s Workday WDAY Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-7,503	Closed	-$977K	–	166
2020 Q1	$977K	Hold	7,503	–	–	0.11%	79
2019 Q4	$1.37M	Hold	7,503	–	–	0.09%	92
2019 Q3	$1.24M	Hold	7,503	–	–	0.1%	95
2019 Q2	$1.6M	Hold	7,503	–	–	0.12%	87
2019 Q1	$1.45M	Buy	+7,503	New	+$1.36M	0.11%	92

Other funds holding WDAY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Polaris Wealth Advisory Group's WDAY Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Workday (WDAY) in Q2 2020, closing a stake of 7,503 shares — an estimated $977K sold.

Polaris Wealth Advisory Group first reported a position in WDAY in Q1 2019 and held it in 5 quarters. The position peaked at $1.6M in Q2 2019. 655 funds tracked by Wall St. Rank hold WDAY as of Q2 2020.

Polaris Wealth Advisory Group reported no remaining Workday position as of Q2 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 7,503 Workday shares in Q2 2020, an estimated $977K.
Polaris Wealth Advisory Group first reported a position in Workday in Q1 2019 and held it in 5 quarters.
Polaris Wealth Advisory Group's Workday position peaked at $1.6M in Q2 2019.
655 funds tracked by Wall St. Rank held Workday as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.