JP Morgan Private Wealth Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.6M | Sell |
68,063
-4,326
| -6% | -$1M | 0.04% | 316 |
|
|
2023
Q2 | $16.4M | Buy |
72,389
+154
| +0.2% | +$30.8K | 0.08% | 178 |
|
|
2023
Q1 | $14.9M | Buy |
72,235
+39,938
| +124% | +$7.27M | 0.03% | 352 |
|
|
2022
Q4 | $5.4M | Sell |
32,297
-774
| -2% | -$121K | 0.01% | 560 |
|
|
2022
Q3 | $5.03M | Buy |
33,071
+1,125
| +4% | +$176K | 0.01% | 556 |
|
|
2022
Q2 | $4.46M | Sell |
31,946
-7,997
| -20% | -$1.45M | 0.01% | 600 |
|
|
2022
Q1 | $9.56M | Sell |
39,943
-13,162
| -25% | -$3.14M | 0.02% | 451 |
|
|
2021
Q4 | $14.5M | Buy |
53,105
+2,972
| +6% | +$825K | 0.03% | 369 |
|
|
2021
Q3 | $12.5M | Buy |
50,133
+8,878
| +22% | +$2.2M | 0.03% | 384 |
|
|
2021
Q2 | $9.85M | Buy |
41,255
+4,629
| +13% | +$1.11M | 0.03% | 418 |
|
|
2021
Q1 | $9.1M | Sell |
36,626
-31,557
| -46% | -$7.8M | 0.03% | 385 |
|
|
2020
Q4 | $16.3M | Buy |
68,183
+13,328
| +24% | +$2.99M | 0.05% | 295 |
|
|
2020
Q3 | $11.8M | Sell |
54,855
-10,054
| -15% | -$1.99M | 0.05% | 303 |
|
|
2020
Q2 | $12.2M | Buy |
64,909
+3,755
| +6% | +$607K | 0.06% | 261 |
|
|
2020
Q1 | $7.96M | Buy |
61,154
+15,507
| +34% | +$2.61M | 0.05% | 295 |
|
|
2019
Q4 | $7.51M | Buy |
45,647
+12,830
| +39% | +$2.13M | 0.03% | 353 |
|
|
2019
Q3 | $5.58M | Sell |
32,817
-3,546
| -10% | -$685K | 0.03% | 382 |
|
|
2019
Q2 | $7.48M | Sell |
36,363
-5,718
| -14% | -$1.15M | 0.04% | 319 |
|
|
2019
Q1 | $8.12M | Buy |
42,081
+2,608
| +7% | +$474K | 0.04% | 314 |
|
|
2018
Q4 | $6.3M | Buy |
39,473
+10,227
| +35% | +$1.45M | 0.04% | 326 |
|
|
2018
Q3 | $4.27M | Sell |
29,246
-217
| -0.7% | -$30.1K | 0.02% | 463 |
|
|
2018
Q2 | $3.57M | Sell |
29,463
-3,316
| -10% | -$425K | 0.02% | 470 |
|
|
2018
Q1 | $4.17M | Buy |
32,779
+6,191
| +23% | +$757K | 0.03% | 356 |
|
|
2017
Q4 | $2.71M | Sell |
26,588
-2,471
| -9% | -$264K | 0.02% | 435 |
|
|
2017
Q3 | $3.06M | Sell |
29,059
-1,990
| -6% | -$205K | 0.02% | 393 |
|
|
2017
Q2 | $3.01M | Sell |
31,049
-3,562
| -10% | -$333K | 0.02% | 389 |
|
|
2017
Q1 | $2.88M | Sell |
34,611
-18,276
| -35% | -$1.52M | 0.02% | 406 |
|
|
2016
Q4 | $3.5M | Sell |
52,887
-9,917
| -16% | -$799K | 0.03% | 330 |
|
|
2016
Q3 | $5.76M | Sell |
62,804
-17,193
| -21% | -$1.43M | 0.05% | 264 |
|
|
2016
Q2 | $5.97M | Sell |
79,997
-12,505
| -14% | -$953K | 0.06% | 242 |
|
|
2016
Q1 | $7.11M | Sell |
92,502
-53,868
| -37% | -$3.57M | 0.07% | 208 |
|
|
2015
Q4 | $11.7M | Sell |
146,370
-7,344
| -5% | -$587K | 0.12% | 165 |
|
|
2015
Q3 | $10.6M | Buy |
153,714
+8,922
| +6% | +$689K | 0.13% | 156 |
|
|
2015
Q2 | $11.1M | Buy |
144,792
+21,922
| +18% | +$1.87M | 0.13% | 177 |
|
|
2015
Q1 | $10.4M | Buy |
122,870
+8,616
| +8% | +$729K | 0.12% | 178 |
|
|
2014
Q4 | $9.32M | Buy |
114,254
+16,167
| +16% | +$1.4M | 0.11% | 190 |
|
|
2014
Q3 | $8.09M | Buy |
98,087
+52,009
| +113% | +$4.44M | 0.1% | 200 |
|
|
2014
Q2 | $4.14M | Buy |
46,078
+14,422
| +46% | +$1.14M | 0.07% | 220 |
|
|
2014
Q1 | $2.89M | Buy |
31,656
+6,474
| +26% | +$616K | 0.05% | 242 |
|
|
2013
Q4 | $2.1M | Buy |
25,182
+12,594
| +100% | +$994K | 0.04% | 248 |
|
|
2013
Q3 | $1.02M | Buy |
12,588
+2,721
| +28% | +$198K | 0.02% | 330 |
|
|
2013
Q2 | $632K | Buy |
+9,867
| New | +$619K | 0.02% | 384 |
|
Other funds holding WDAY
JP Morgan Private Wealth Advisors's WDAY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Workday (WDAY) stake by 6% in Q3 2023, selling an estimated $1M and leaving 68,063 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #316.
JP Morgan Private Wealth Advisors first reported a position in WDAY in Q2 2013 and has held it in 42 quarters since. The position peaked at $16.4M in Q2 2023. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 68,063 shares of Workday worth $14.6M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 4,326 Workday shares in Q3 2023, an estimated $1M.
- Workday made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #316 holding.
- JP Morgan Private Wealth Advisors first reported a position in Workday in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Workday position peaked at $16.4M in Q2 2023.
- 938 funds tracked by Wall St. Rank held Workday as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.