Belpointe Asset Management’s Workday WDAY Stock Holding History

Belpointe Asset 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
2024 Q1	–	Sell	-756	Closed	-$209K	–	841
2023 Q4	$209K	Buy	+756	New	+$180K	0.02%	651
2023 Q2	–	Sell	-2,947	Closed	-$609K	–	3354
2023 Q1	$609K	Buy	2,947 +616	+26%	+$112K	0.03%	482
2022 Q4	$390K	Sell	2,331 -665	-22%	-$104K	0.02%	638
2022 Q3	$456K	Buy	2,996 +748	+33%	+$117K	0.03%	538
2022 Q2	$314K	Sell	2,248 -492	-18%	-$89.4K	0.02%	661
2022 Q1	$656K	Buy	2,740 +815	+42%	+$194K	0.04%	445
2021 Q4	$526K	Buy	1,925 +53	+3%	+$14.7K	0.03%	500
2021 Q3	$467K	Sell	1,872 -100	-5%	-$24.8K	0.03%	531
2021 Q2	$471K	Buy	+1,972	New	+$474K	0.03%	516
2019 Q2	–	Sell	-2,538	Closed	-$489K	–	661
2019 Q1	$489K	Buy	+2,538	New	+$462K	0.1%	167

Other funds holding WDAY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

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

Fidelity Investments

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return