Global Wealth Management Investment Advisory’s Workday WDAY Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-18	Closed	-$3K	–	476
2022 Q2	$3K	Sell	18 -2,406	-99%	-$437K	﹤0.01%	399
2022 Q1	$580K	Buy	2,424 +299	+14%	+$71.3K	0.17%	103
2021 Q4	$581K	Buy	2,125 +203	+11%	+$56.4K	0.17%	98
2021 Q3	$480K	Buy	1,922 +267	+16%	+$66.1K	0.15%	102
2021 Q2	$395K	Buy	1,655 +104	+7%	+$25K	0.13%	105
2021 Q1	$385K	Buy	1,551 +111	+8%	+$27.4K	0.14%	100
2020 Q4	$345K	Buy	1,440 +170	+13%	+$38.2K	0.13%	101
2020 Q3	$273K	Buy	1,270 +58	+5%	+$11.5K	0.12%	101
2020 Q2	$227K	Buy	+1,212	New	+$196K	0.1%	108
2019 Q2	–	Sell	-5	Closed	-$1K	–	796
2019 Q1	$1K	Sell	5 -48	-91%	-$8.73K	﹤0.01%	658
2018 Q4	$8K	Buy	+53	New	+$7.51K	﹤0.01%	433

Other funds holding WDAY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Global Wealth Management Investment Advisory's WDAY Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Workday (WDAY) in Q3 2022, closing a stake of 18 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in WDAY in Q4 2018 and held it in 11 quarters. The position peaked at $581K in Q4 2021. 786 funds tracked by Wall St. Rank hold WDAY as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Workday position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 18 Workday shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Workday in Q4 2018 and held it in 11 quarters.
Global Wealth Management Investment Advisory's Workday position peaked at $581K in Q4 2021.
786 funds tracked by Wall St. Rank held Workday as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.