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 $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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BerganKDV Wealth Management's WDAY Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Workday (WDAY) stake by 60% in Q2 2023, selling an estimated $1.8K and leaving 6 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

BerganKDV Wealth Management first reported a position in WDAY in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.1K in Q1 2023. 897 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

BerganKDV Wealth Management held 6 shares of Workday worth $1.36K as of Q2 2023.
BerganKDV Wealth Management sold 9 Workday shares in Q2 2023, an estimated $1.8K.
Workday made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #722 holding.
BerganKDV Wealth Management first reported a position in Workday in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Workday position peaked at $3.1K in Q1 2023.
897 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.