PWM
DATA

PRW Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

PRW Wealth Management’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
-18
Closed -$2K – 783
2019
Q1 		$2K Hold
18
– – ﹤0.01% 551
2018
Q4 		$2K Buy
+18
New +$2.01K ﹤0.01% 547

Other funds holding DATA

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
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

PRW Wealth Management's DATA Position: Q2 2019 in Review

PRW Wealth Management sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 18 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in DATA in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

  • PRW Wealth Management reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 18 Tableau Software, Inc. shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in Tableau Software, Inc. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Tableau Software, Inc. position peaked at $2K in Q1 2019.
  • 385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.