Focused Wealth Management’s Workday WDAY Stock Holding History

Focused 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
2024 Q1	–	Sell	-4	Closed	-$1.1K	–	976
2023 Q4	$1.1K	Hold	4	–	–	﹤0.01%	843
2023 Q3	$859	Hold	4	–	–	﹤0.01%	860
2023 Q2	$904	Hold	4	–	–	﹤0.01%	900
2023 Q1	$826	Sell	4 -10	-71%	-$1.82K	﹤0.01%	891
2022 Q4	$2.34K	Buy	14 +10	+250%	+$1.56K	﹤0.01%	765
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	913
2022 Q2	$1K	Sell	4 -3	-43%	-$545	﹤0.01%	888
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	823
2021 Q4	$2K	Buy	7 +4	+133%	+$1.11K	﹤0.01%	839
2021 Q3	$1K	Buy	+3	New	+$743	﹤0.01%	954
2019 Q4	–	Hold	0	–	–	–	788
2019 Q3	–	Hold	0	–	–	–	792
2017 Q4	–	Hold	0	–	–	–	747
2017 Q3	–	Hold	0	–	–	–	745

Other funds holding WDAY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Janus Henderson Group

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

Fidelity Investments

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return