Evoke Wealth’s Workday WDAY Stock Holding History

Evoke 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
2022 Q4	–	Sell	-496	Closed	-$76K	–	1135
2022 Q3	$76K	Sell	496 -159	-24%	-$24.9K	﹤0.01%	457
2022 Q2	$91K	Sell	655 -331	-34%	-$60.1K	﹤0.01%	424
2022 Q1	$236K	Sell	986 -136	-12%	-$32.4K	0.01%	325
2021 Q4	$307K	Buy	1,122 +159	+17%	+$44.1K	0.01%	301
2021 Q3	$240K	Sell	963 -7	-0.7%	-$1.73K	0.01%	315
2021 Q2	$232K	Buy	970 +195	+25%	+$46.9K	0.01%	328
2021 Q1	$193K	Buy	+775	New	+$191K	0.01%	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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SGA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Evoke Wealth's WDAY Position: Q4 2022 in Review

Evoke Wealth sold out of Workday (WDAY) in Q4 2022, closing a stake of 496 shares — an estimated $76K sold.

Evoke Wealth first reported a position in WDAY in Q1 2021 and held it in 7 quarters. The position peaked at $307K in Q4 2021. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

Evoke Wealth reported no remaining Workday position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 496 Workday shares in Q4 2022, an estimated $76K.
Evoke Wealth first reported a position in Workday in Q1 2021 and held it in 7 quarters.
Evoke Wealth's Workday position peaked at $307K in Q4 2021.
805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.