TRUE Private Wealth Advisors’s Workday WDAY Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-16	Closed	-$2K	–	847
2019 Q4	$2K	Buy	+16	New	+$2.66K	﹤0.01%	755
2019 Q3	–	Sell	-16	Closed	-$3K	–	713
2019 Q2	$3K	Buy	+16	New	+$3.23K	﹤0.01%	695
2018 Q4	–	Sell	-16	Closed	-$2.34K	–	906
2018 Q3	$2.34K	Buy	+16	New	+$2.22K	﹤0.01%	1006

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TRUE Private Wealth Advisors's WDAY Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Workday (WDAY) in Q1 2020, closing a stake of 16 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in WDAY in Q3 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 569 funds tracked by Wall St. Rank hold WDAY as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Workday position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 16 Workday shares in Q1 2020, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in Workday in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Workday position peaked at $3K in Q2 2019.
569 funds tracked by Wall St. Rank held Workday as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.