Xcel Wealth Management’s Workday WDAY Stock Holding History

Xcel Wealth Management’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	-1,400	Closed	-$269K	–	79
2019 Q1	$269K	Buy	+1,400	New	+$255K	0.28%	67

Other funds holding WDAY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Xcel Wealth Management's WDAY Position: Q2 2019 in Review

Xcel Wealth Management sold out of Workday (WDAY) in Q2 2019, closing a stake of 1,400 shares — an estimated $269K sold.

Xcel Wealth Management first reported a position in WDAY in Q1 2019 and held it in 1 quarter. The position peaked at $269K in Q1 2019. 611 funds tracked by Wall St. Rank hold WDAY as of Q2 2019.

Xcel Wealth Management reported no remaining Workday position as of Q2 2019 after selling out during the quarter.
Xcel Wealth Management sold 1,400 Workday shares in Q2 2019, an estimated $269K.
Xcel Wealth Management first reported a position in Workday in Q1 2019 and held it in 1 quarter.
Xcel Wealth Management's Workday position peaked at $269K in Q1 2019.
611 funds tracked by Wall St. Rank held Workday as of Q2 2019.

Based on Xcel Wealth Management's 13F filing for Q2 2019, filed 12 Nov 2019.