Halpern Financial’s Workday WDAY Stock Holding History

Halpern Financial’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	-50	Closed	-$13.4K	–	250
2023 Q4	$13.4K	Buy	+50	New	+$11.9K	﹤0.01%	176

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

Halpern Financial's WDAY Position: Q1 2024 in Review

Halpern Financial sold out of Workday (WDAY) in Q1 2024, closing a stake of 50 shares — an estimated $13.4K sold.

Halpern Financial first reported a position in WDAY in Q4 2023 and held it in 1 quarter. The position peaked at $13.4K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

Halpern Financial reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 50 Workday shares in Q1 2024, an estimated $13.4K.
Halpern Financial first reported a position in Workday in Q4 2023 and held it in 1 quarter.
Halpern Financial's Workday position peaked at $13.4K in Q4 2023.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.