BerganKDV Wealth Management’s Workday WDAY Stock Holding History

BerganKDV 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
2023 Q2	$1.36K	Sell	6 -9	-60%	-$1.8K	﹤0.01%	722
2023 Q1	$3.1K	Hold	15	–	–	﹤0.01%	765
2022 Q4	$2.51K	Buy	15 +2	+15%	+$312	﹤0.01%	774
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	845
2022 Q2	$2K	Buy	13 +2	+18%	+$363	﹤0.01%	862
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	823
2021 Q4	$3K	Hold	11	–	–	﹤0.01%	883
2021 Q3	$3K	Hold	11	–	–	﹤0.01%	845
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	782
2021 Q1	$3K	Hold	11	–	–	﹤0.01%	752
2020 Q4	$3K	Hold	11	–	–	﹤0.01%	749
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	735
2020 Q2	$2K	Buy	+11	New	+$1.78K	﹤0.01%	795

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Fidelity Investments

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

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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management

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