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DFPG Investments’s Workday WDAY Stock Holding History

DFPG Investments’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
Q4 		$861K Sell
3,208
-35
-1% -$8.33K 0.07% 262
2023
Q3 		$731K Sell
3,243
-476
-13% -$110K 0.07% 263
2023
Q2 		$862K Buy
+3,719
New +$745K 0.08% 258

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DFPG Investments's WDAY Position: Q4 2023 in Review

DFPG Investments reduced its Workday (WDAY) stake by 1.1% in Q4 2023, selling an estimated $8.33K and leaving 3,208 shares worth $861K. The position accounts for 0.07% of the portfolio, ranked #262.

DFPG Investments first reported a position in WDAY in Q2 2023 and has held it in 3 quarters since. The position peaked at $862K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

  • DFPG Investments held 3,208 shares of Workday worth $861K as of Q4 2023.
  • DFPG Investments sold 35 Workday shares in Q4 2023, an estimated $8.33K.
  • Workday made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #262 holding.
  • DFPG Investments first reported a position in Workday in Q2 2023 and has held it in 3 quarters since.
  • DFPG Investments's Workday position peaked at $862K in Q2 2023.
  • 1,051 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.