Evolution Wealth Advisors’s Workday WDAY Stock Holding History

Evolution Wealth Advisors’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 Q2	–	Sell	-1,066	Closed	-$257K	–	129
2022 Q1	$257K	Sell	1,066 -132	-11%	-$31.5K	0.05%	94
2021 Q4	$327K	Buy	1,198 +42	+4%	+$11.7K	0.05%	92
2021 Q3	$289K	Buy	1,156 +132	+13%	+$32.7K	0.06%	84
2021 Q2	$244K	Buy	1,024 +175	+21%	+$42.1K	0.05%	100
2021 Q1	$211K	Hold	849	–	–	0.05%	106
2020 Q4	$203K	Buy	+849	New	+$191K	0.05%	102
2020 Q2	–	Sell	-660	Closed	-$86K	–	570
2020 Q1	$86K	Buy	+660	New	+$111K	0.03%	93

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

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Evolution Wealth Advisors's WDAY Position: Q2 2022 in Review

Evolution Wealth Advisors sold out of Workday (WDAY) in Q2 2022, closing a stake of 1,066 shares — an estimated $257K sold.

Evolution Wealth Advisors first reported a position in WDAY in Q1 2020 and held it in 7 quarters. The position peaked at $327K in Q4 2021. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Evolution Wealth Advisors reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 1,066 Workday shares in Q2 2022, an estimated $257K.
Evolution Wealth Advisors first reported a position in Workday in Q1 2020 and held it in 7 quarters.
Evolution Wealth Advisors's Workday position peaked at $327K in Q4 2021.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Evolution Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.