Johanson Financial Advisors’s Workday WDAY Stock Holding History

Johanson Financial 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
2021 Q4	$242K	Buy	885 +35	+4%	+$9.72K	0.07%	117
2021 Q3	$212K	Buy	+850	New	+$210K	0.07%	114
2021 Q2	–	Sell	-850	Closed	-$221K	–	123
2021 Q1	$221K	Sell	850 -75	-8%	-$18.5K	0.08%	107
2020 Q4	$222K	Hold	925	–	–	0.09%	101
2020 Q3	$205K	Sell	925 -210	-19%	-$41.5K	0.09%	97
2020 Q2	$213K	Buy	+1,135	New	+$183K	0.11%	92
2020 Q1	–	Sell	-258,189	Closed	-$1.57M	–	249
2019 Q4	$1.57M	Buy	258,189 +256,569	+15,838%	+$42.6M	0.07%	112
2019 Q3	$272K	Buy	1,620 +35	+2%	+$6.76K	0.14%	84
2019 Q2	$324K	Buy	1,585 +85	+6%	+$17.2K	0.17%	77
2019 Q1	$291K	Buy	1,500 +125	+9%	+$22.7K	0.16%	79
2018 Q4	$218K	Sell	1,375 -220	-14%	-$31.2K	0.15%	83
2018 Q3	$234K	Sell	1,595 -350	-18%	-$48.6K	0.14%	84
2018 Q2	$234K	Buy	+1,945	New	+$249K	0.15%	81

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johanson Financial Advisors's WDAY Position: Q4 2021 in Review

Johanson Financial Advisors increased its Workday (WDAY) stake by 4.1% in Q4 2021, buying an estimated $9.72K and bringing the position to 885 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #117.

Johanson Financial Advisors first reported a position in WDAY in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.57M in Q4 2019. 875 funds tracked by Wall St. Rank hold WDAY as of Q4 2021.

Johanson Financial Advisors held 885 shares of Workday worth $242K as of Q4 2021.
Johanson Financial Advisors bought 35 Workday shares in Q4 2021, an estimated $9.72K.
Workday made up 0.07% of Johanson Financial Advisors's portfolio in Q4 2021, its #117 holding.
Johanson Financial Advisors first reported a position in Workday in Q2 2018 and has held it in 13 quarters since.
Johanson Financial Advisors's Workday position peaked at $1.57M in Q4 2019.
875 funds tracked by Wall St. Rank held Workday as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.