TFO Wealth Partners’s Workday WDAY Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-50	Closed	-$9K	–	193
2020 Q2	$9K	Buy	+50	New	+$8.08K	﹤0.01%	98

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

TFO Wealth Partners's WDAY Position: Q3 2020 in Review

TFO Wealth Partners sold out of Workday (WDAY) in Q3 2020, closing a stake of 50 shares — an estimated $9K sold.

TFO Wealth Partners first reported a position in WDAY in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 699 funds tracked by Wall St. Rank hold WDAY as of Q3 2020.

TFO Wealth Partners reported no remaining Workday position as of Q3 2020 after selling out during the quarter.
TFO Wealth Partners sold 50 Workday shares in Q3 2020, an estimated $9K.
TFO Wealth Partners first reported a position in Workday in Q2 2020 and held it in 1 quarter.
TFO Wealth Partners's Workday position peaked at $9K in Q2 2020.
699 funds tracked by Wall St. Rank held Workday as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.