Heritage Wealth Advisors’s Workday WDAY Stock Holding History

Heritage Wealth 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
2023 Q3	–	Sell	-55	Closed	-$12.4K	–	572
2023 Q2	$12.4K	Hold	55	–	–	﹤0.01%	427
2023 Q1	$11.4K	Hold	55	–	–	﹤0.01%	437
2022 Q4	$9.2K	Buy	+55	New	+$8.58K	﹤0.01%	456

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Advisors's WDAY Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Workday (WDAY) in Q3 2023, closing a stake of 55 shares — an estimated $12.4K sold.

Heritage Wealth Advisors first reported a position in WDAY in Q4 2022 and held it in 3 quarters. The position peaked at $12.4K in Q2 2023. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

Heritage Wealth Advisors reported no remaining Workday position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 55 Workday shares in Q3 2023, an estimated $12.4K.
Heritage Wealth Advisors first reported a position in Workday in Q4 2022 and held it in 3 quarters.
Heritage Wealth Advisors's Workday position peaked at $12.4K in Q2 2023.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.