THWM
DATA

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

Taylor Hoffman 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
Q3 		– Sell
-50
Closed -$8K – 434
2019
Q2 		$8K Hold
50
– – 0.01% 312
2019
Q1 		$6K Hold
50
– – ﹤0.01% 325
2018
Q4 		$6K Hold
50
– – 0.01% 314
2018
Q3 		$6K Hold
50
– – ﹤0.01% 319
2018
Q2 		$5K Hold
50
– – ﹤0.01% 316
2018
Q1 		$4K Hold
50
– – ﹤0.01% 355
2017
Q4 		$3K Buy
+50
New +$3.68K ﹤0.01% 386

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Taylor Hoffman Wealth Management's DATA Position: Q3 2019 in Review

Taylor Hoffman Wealth Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 50 shares — an estimated $8K sold.

Taylor Hoffman Wealth Management first reported a position in DATA in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Taylor Hoffman Wealth Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 50 Tableau Software, Inc. shares in Q3 2019, an estimated $8K.
  • Taylor Hoffman Wealth Management first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 7 quarters.
  • Taylor Hoffman Wealth Management's Tableau Software, Inc. position peaked at $8K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.