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Insight Wealth Strategies’s Workday WDAY Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-3,137
Closed -$438K – 155
2022
Q3 		$438K Hold
3,137
– – 0.08% 116
2022
Q2 		$438K Sell
3,137
-64
-2% -$11.6K 0.08% 116
2022
Q1 		$767K Buy
3,201
+130
+4% +$31K 0.11% 116
2021
Q4 		$839K Buy
3,071
+76
+3% +$21.1K 0.12% 112
2021
Q3 		$748K Buy
2,995
+90
+3% +$22.3K 0.11% 127
2021
Q2 		$694K Sell
2,905
-509
-15% -$122K 0.1% 127
2021
Q1 		$848K Buy
3,414
+470
+16% +$116K 0.11% 116
2020
Q4 		$705K Buy
2,944
+74
+3% +$16.6K 0.12% 97
2020
Q3 		$617K Buy
2,870
+936
+48% +$185K 0.11% 85
2020
Q2 		$362K Buy
+1,934
New +$313K 0.08% 112
2020
Q1 		– Sell
-3,866
Closed -$636K – 196
2019
Q4 		$636K Buy
3,866
+258
+7% +$42.8K 0.13% 102
2019
Q3 		$613K Buy
3,608
+466
+15% +$90K 0.14% 98
2019
Q2 		$646K Buy
+3,142
New +$634K 0.16% 88

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insight Wealth Strategies's WDAY Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Workday (WDAY) in Q4 2022, closing a stake of 3,137 shares — an estimated $438K sold.

Insight Wealth Strategies first reported a position in WDAY in Q2 2019 and held it in 13 quarters. The position peaked at $848K in Q1 2021. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Workday position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,137 Workday shares in Q4 2022, an estimated $438K.
  • Insight Wealth Strategies first reported a position in Workday in Q2 2019 and held it in 13 quarters.
  • Insight Wealth Strategies's Workday position peaked at $848K in Q1 2021.
  • 805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.