Geller Advisors’s Workday WDAY Stock Holding History

Geller 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	-901	Closed	-$216K	–	173
2022 Q1	$216K	Buy	+901	New	+$215K	0.04%	153

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 $3.38T AUM 44.17% 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

Geller Advisors's WDAY Position: Q2 2022 in Review

Geller Advisors sold out of Workday (WDAY) in Q2 2022, closing a stake of 901 shares — an estimated $216K sold.

Geller Advisors first reported a position in WDAY in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Geller Advisors reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Geller Advisors sold 901 Workday shares in Q2 2022, an estimated $216K.
Geller Advisors first reported a position in Workday in Q1 2022 and held it in 1 quarter.
Geller Advisors's Workday position peaked at $216K in Q1 2022.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.