Wealthspire Advisors (Maryland)’s Tableau Software, Inc. DATA Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-73	Closed	-$9K	–	2459
2019 Q1	$9K	Sell	73 -5	-6%	-$631	﹤0.01%	1599
2018 Q4	$9K	Buy	78 +5	+7%	+$559	﹤0.01%	1527
2018 Q3	$8K	Hold	73	–	–	﹤0.01%	1633
2018 Q2	$7K	Buy	73 +18	+33%	+$1.65K	﹤0.01%	1690
2018 Q1	$4K	Hold	55	–	–	﹤0.01%	1965
2017 Q4	$4K	Buy	55 +10	+22%	+$735	﹤0.01%	1948
2017 Q3	$3K	Buy	45 +19	+73%	+$1.32K	﹤0.01%	1943
2017 Q2	$2K	Hold	26	–	–	﹤0.01%	2037
2017 Q1	$1K	Buy	+26	New	+$1.29K	﹤0.01%	1889

Other funds holding DATA

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DATA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 73 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in DATA in Q1 2017 and held it in 9 quarters. The position peaked at $9K in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 73 Tableau Software, Inc. shares in Q2 2019, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in Tableau Software, Inc. in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Tableau Software, Inc. position peaked at $9K in Q1 2019.
385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.