First Foundation Advisors’s Workday WDAY Stock Holding History

First Foundation 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
2021 Q3	–	Sell	-4,226	Closed	-$1.01M	–	474
2021 Q2	$1.01M	Buy	4,226 +166	+4%	+$39.9K	0.04%	212
2021 Q1	$1.01M	Buy	4,060 +962	+31%	+$238K	0.04%	201
2020 Q4	$742K	Buy	3,098 +1,914	+162%	+$430K	0.03%	224
2020 Q3	$255K	Buy	+1,184	New	+$234K	0.01%	321
2019 Q1	–	Sell	-7,000	Closed	-$1.12M	–	391
2018 Q4	$1.12M	Buy	+7,000	New	+$992K	0.07%	169

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

First Foundation Advisors's WDAY Position: Q3 2021 in Review

First Foundation Advisors sold out of Workday (WDAY) in Q3 2021, closing a stake of 4,226 shares — an estimated $1.01M sold.

First Foundation Advisors first reported a position in WDAY in Q4 2018 and held it in 5 quarters. The position peaked at $1.12M in Q4 2018. 801 funds tracked by Wall St. Rank hold WDAY as of Q3 2021.

First Foundation Advisors reported no remaining Workday position as of Q3 2021 after selling out during the quarter.
First Foundation Advisors sold 4,226 Workday shares in Q3 2021, an estimated $1.01M.
First Foundation Advisors first reported a position in Workday in Q4 2018 and held it in 5 quarters.
First Foundation Advisors's Workday position peaked at $1.12M in Q4 2018.
801 funds tracked by Wall St. Rank held Workday as of Q3 2021.

Based on First Foundation Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.