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

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

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

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Belpointe Asset Management's WDAY Position: Q1 2024 in Review

Belpointe Asset Management sold out of Workday (WDAY) in Q1 2024, closing a stake of 756 shares — an estimated $209K sold.

Belpointe Asset Management first reported a position in WDAY in Q1 2019 and held it in 10 quarters. The position peaked at $656K in Q1 2022. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

Belpointe Asset Management reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
Belpointe Asset Management sold 756 Workday shares in Q1 2024, an estimated $209K.
Belpointe Asset Management first reported a position in Workday in Q1 2019 and held it in 10 quarters.
Belpointe Asset Management's Workday position peaked at $656K in Q1 2022.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.