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
2017 Q3	–	Sell	-550	Closed	-$39K	–	561
2017 Q2	$39K	Buy	+550	New	+$51.4K	0.01%	238

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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. 864 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.
864 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.