FWM
WDAY icon

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
2019
Q4 		– Sell
-2,000
Closed -$13K – 779
2019
Q3 		$13K Buy
+2,000
New +$386K ﹤0.01% 453
2017
Q4 		– Sell
-4,400
Closed -$31K – 743
2017
Q3 		$31K Buy
+4,400
New +$454K 0.01% 296

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
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
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

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.