Lake Point Wealth Management’s Workday WDAY Stock Holding History

Lake Point 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
2022 Q2	$5K	Hold	33	–	–	﹤0.01%	241
2022 Q1	$8K	Hold	33	–	–	﹤0.01%	197
2021 Q4	$9K	Hold	33	–	–	﹤0.01%	193
2021 Q3	$8K	Hold	33	–	–	﹤0.01%	196
2021 Q2	$8K	Buy	+33	New	+$7.94K	﹤0.01%	204
2020 Q1	$4K	Hold	33	–	–	﹤0.01%	208
2019 Q4	$5K	Buy	+33	New	+$5.48K	﹤0.01%	379
2019 Q2	$7K	Hold	33	–	–	﹤0.01%	388
2019 Q1	$7K	Hold	33	–	–	﹤0.01%	388
2018 Q4	$5K	Buy	+33	New	+$4.67K	﹤0.01%	567

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

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

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

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lake Point Wealth Management's WDAY Position: Q2 2022 in Review

Lake Point Wealth Management held its Workday (WDAY) position steady in Q2 2022 at 33 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Lake Point Wealth Management first reported a position in WDAY in Q4 2018 and has held it in 10 quarters since. The position peaked at $9K in Q4 2021. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Lake Point Wealth Management held 33 shares of Workday worth $5K as of Q2 2022.
Lake Point Wealth Management left its Workday share count unchanged in Q2 2022.
Workday made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #241 holding.
Lake Point Wealth Management first reported a position in Workday in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Workday position peaked at $9K in Q4 2021.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.