BDO Wealth Advisors’s Workday WDAY Stock Holding History

BDO 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
2022 Q2	–	Sell	-6	Closed	-$1K	–	1126
2022 Q1	$1K	Sell	6 -9	-60%	-$2.15K	﹤0.01%	1032
2021 Q4	$4K	Buy	15 +9	+150%	+$2.5K	﹤0.01%	882
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1031
2021 Q2	$1K	Buy	+6	New	+$1.44K	﹤0.01%	1081
2021 Q1	–	Sell	-992	Closed	-$238K	–	1273
2020 Q4	$238K	Sell	992 -271	-21%	-$60.9K	0.03%	218
2020 Q3	$272K	Buy	1,263 +74	+6%	+$14.6K	0.04%	191
2020 Q2	$223K	Sell	1,189 -11	-0.9%	-$1.78K	0.04%	205
2020 Q1	$156K	Hold	1,200	–	–	0.03%	225
2019 Q4	$197K	Hold	1,200	–	–	0.05%	194
2019 Q3	$204K	Hold	1,200	–	–	0.05%	192
2019 Q2	$247K	Buy	+1,200	New	+$242K	0.07%	170

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's WDAY Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Workday (WDAY) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in WDAY in Q2 2019 and held it in 11 quarters. The position peaked at $272K in Q3 2020. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

BDO Wealth Advisors reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
BDO Wealth Advisors sold 6 Workday shares in Q2 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in Workday in Q2 2019 and held it in 11 quarters.
BDO Wealth Advisors's Workday position peaked at $272K in Q3 2020.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.