Harvest Group Wealth Management’s Workday WDAY Stock Holding History

Harvest Group 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
2023 Q1	$3.31K	Sell	16 -4	-20%	-$728	﹤0.01%	99
2022 Q4	$3.35K	Hold	20	–	–	﹤0.01%	98
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	104
2022 Q2	$3K	Buy	20 +14	+233%	+$2.54K	﹤0.01%	116
2022 Q1	$1K	Buy	+6	New	+$1.43K	﹤0.01%	132
2021 Q2	–	Sell	-25	Closed	-$6K	–	68
2021 Q1	$6K	Buy	+25	New	+$6.18K	﹤0.01%	32

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Harvest Group Wealth Management's WDAY Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Workday (WDAY) stake by 20% in Q1 2023, selling an estimated $728 and leaving 16 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #99.

Harvest Group Wealth Management first reported a position in WDAY in Q1 2021 and has held it in 6 quarters since. The position peaked at $6K in Q1 2021. 870 funds tracked by Wall St. Rank hold WDAY as of Q1 2023.

Harvest Group Wealth Management held 16 shares of Workday worth $3.31K as of Q1 2023.
Harvest Group Wealth Management sold 4 Workday shares in Q1 2023, an estimated $728.
Workday made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #99 holding.
Harvest Group Wealth Management first reported a position in Workday in Q1 2021 and has held it in 6 quarters since.
Harvest Group Wealth Management's Workday position peaked at $6K in Q1 2021.
870 funds tracked by Wall St. Rank held Workday as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.