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	–	970
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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Focused Wealth Management's WDAY Position: Q1 2024 in Review

Focused Wealth Management sold out of Workday (WDAY) in Q1 2024, closing a stake of 4 shares — an estimated $1.1K sold.

Focused Wealth Management first reported a position in WDAY in Q3 2021 and held it in 10 quarters. The position peaked at $2.34K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

Focused Wealth Management reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 4 Workday shares in Q1 2024, an estimated $1.1K.
Focused Wealth Management first reported a position in Workday in Q3 2021 and held it in 10 quarters.
Focused Wealth Management's Workday position peaked at $2.34K in Q4 2022.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.