PRW Wealth Management’s Workday WDAY Stock Holding History

PRW 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
2019 Q2	–	Sell	-8	Closed	-$2K	–	670
2019 Q1	$2K	Hold	8	–	–	﹤0.01%	536
2018 Q4	$1K	Buy	+8	New	+$1.13K	﹤0.01%	631

Other funds holding WDAY

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

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

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

PRW Wealth Management sold out of Workday (WDAY) in Q2 2019, closing a stake of 8 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in WDAY in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 611 funds tracked by Wall St. Rank hold WDAY as of Q2 2019.

PRW Wealth Management reported no remaining Workday position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 8 Workday shares in Q2 2019, an estimated $2K.
PRW Wealth Management first reported a position in Workday in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Workday position peaked at $2K in Q1 2019.
611 funds tracked by Wall St. Rank held Workday as of Q2 2019.

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