Beverly Hills Private Wealth’s Workday WDAY Stock Holding History

Beverly Hills Private Wealth’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 Q3	–	Sell	-882	Closed	-$203K	–	332
2023 Q2	$203K	Buy	+882	New	+$177K	0.03%	307

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Beverly Hills Private Wealth's WDAY Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Workday (WDAY) in Q3 2023, closing a stake of 882 shares — an estimated $203K sold.

Beverly Hills Private Wealth first reported a position in WDAY in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

Beverly Hills Private Wealth reported no remaining Workday position as of Q3 2023 after selling out during the quarter.
Beverly Hills Private Wealth sold 882 Workday shares in Q3 2023, an estimated $203K.
Beverly Hills Private Wealth first reported a position in Workday in Q2 2023 and held it in 1 quarter.
Beverly Hills Private Wealth's Workday position peaked at $203K in Q2 2023.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.