JPWM
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Jamison Private Wealth Management’s Workday WDAY Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-438
Closed -$107K – 484
2024
Q3 		$107K Hold
438
– – 0.02% 224
2024
Q2 		$97.9K Buy
438
+6
+1% +$1.45K 0.02% 219
2024
Q1 		$118K Buy
432
+60
+16% +$17.1K 0.02% 208
2023
Q4 		$103K Hold
372
– – 0.02% 203
2023
Q3 		$79.9K Buy
+372
New +$86.3K 0.02% 210

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Baillie Gifford & Co
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Eagle Capital Management (New York)
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Geode Capital Management
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Polen Capital Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return