JFG Wealth Management’s Workday WDAY Stock Holding History

JFG 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 Q1	–	Sell	-1,100	Closed	-$304K	–	82
2023 Q4	$304K	Buy	+1,100	New	+$262K	0.09%	55

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 $3.38T AUM 44.17% 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

JFG Wealth Management's WDAY Position: Q1 2024 in Review

JFG Wealth Management sold out of Workday (WDAY) in Q1 2024, closing a stake of 1,100 shares — an estimated $304K sold.

JFG Wealth Management first reported a position in WDAY in Q4 2023 and held it in 1 quarter. The position peaked at $304K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

JFG Wealth Management reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
JFG Wealth Management sold 1,100 Workday shares in Q1 2024, an estimated $304K.
JFG Wealth Management first reported a position in Workday in Q4 2023 and held it in 1 quarter.
JFG Wealth Management's Workday position peaked at $304K in Q4 2023.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.