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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 – 2028
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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Workday (WDAY) in Q2 2019, closing a stake of 51 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in WDAY in Q1 2017 and held it in 9 quarters. The position peaked at $14K in Q1 2018. 611 funds tracked by Wall St. Rank hold WDAY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Workday position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 51 Workday shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Workday in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Workday position peaked at $14K in Q1 2018.
  • 611 funds tracked by Wall St. Rank held Workday as of Q2 2019.

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