EWM
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Edge Wealth Management’s Workday WDAY Stock Holding History

Edge 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
2022
Q1 		– Sell
-36
Closed -$10K – 458
2021
Q4 		$10K Hold
36
– – ﹤0.01% 298
2021
Q3 		$9K Buy
36
+11
+44% +$2.72K ﹤0.01% 318
2021
Q2 		$6K Hold
25
– – ﹤0.01% 339
2021
Q1 		$6K Hold
25
– – ﹤0.01% 330
2020
Q4 		$6K Sell
25
-40
-62% -$8.99K ﹤0.01% 294
2020
Q3 		$14K Hold
65
– – ﹤0.01% 298
2020
Q2 		$12K Buy
65
+40
+160% +$6.47K ﹤0.01% 445
2020
Q1 		$3K Hold
25
– – ﹤0.01% 527
2019
Q4 		$4K Buy
+25
New +$4.15K ﹤0.01% 511

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edge Wealth Management's WDAY Position: Q1 2022 in Review

Edge Wealth Management sold out of Workday (WDAY) in Q1 2022, closing a stake of 36 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in WDAY in Q4 2019 and held it in 9 quarters. The position peaked at $14K in Q3 2020. 865 funds tracked by Wall St. Rank hold WDAY as of Q1 2022.

  • Edge Wealth Management reported no remaining Workday position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 36 Workday shares in Q1 2022, an estimated $10K.
  • Edge Wealth Management first reported a position in Workday in Q4 2019 and held it in 9 quarters.
  • Edge Wealth Management's Workday position peaked at $14K in Q3 2020.
  • 865 funds tracked by Wall St. Rank held Workday as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.