WAM
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Wealthspire Advisors (Maryland)’s Workday WDAY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-51
Closed -$10K – 2071
2019
Q1 		$10K Sell
51
-8
-14% -$1.46K ﹤0.01% 1548
2018
Q4 		$9K Buy
59
+8
+16% +$1.13K ﹤0.01% 1518
2018
Q3 		$7K Sell
51
-50
-50% -$6.95K ﹤0.01% 1688
2018
Q2 		$12K Sell
101
-9
-8% -$1.15K ﹤0.01% 1478
2018
Q1 		$14K Buy
110
+8
+8% +$979 ﹤0.01% 1438
2017
Q4 		$10K Buy
102
+65
+176% +$6.94K ﹤0.01% 1597
2017
Q3 		$4K Buy
37
+16
+76% +$1.65K ﹤0.01% 1876
2017
Q2 		$2K Buy
21
+14
+200% +$1.31K ﹤0.01% 2018
2017
Q1 		$1K Buy
+7
New +$581 ﹤0.01% 1850

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return