Ropes Wealth Advisors’s Workday WDAY Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-8	Closed	-$2K	–	786
2020 Q4	$2K	Buy	+8	New	+$1.8K	﹤0.01%	669

Other funds holding WDAY

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Ropes Wealth Advisors's WDAY Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Workday (WDAY) in Q1 2021, closing a stake of 8 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in WDAY in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 792 funds tracked by Wall St. Rank hold WDAY as of Q1 2021.

Ropes Wealth Advisors reported no remaining Workday position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 8 Workday shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Workday in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Workday position peaked at $2K in Q4 2020.
792 funds tracked by Wall St. Rank held Workday as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.