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Laurel Wealth Advisors (North Carolina)’s Workday WDAY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-76
Closed -$18K – 755
2021
Q2 		$18K Hold
76
– – ﹤0.01% 394
2021
Q1 		$19K Hold
76
– – ﹤0.01% 363
2020
Q4 		$18K Sell
76
-84
-53% -$18.9K ﹤0.01% 360
2020
Q3 		$34K Hold
160
– – 0.01% 274
2020
Q2 		$30K Hold
160
– – 0.01% 275
2020
Q1 		$21K Hold
160
– – 0.01% 292
2019
Q4 		$26K Hold
160
– – 0.01% 305
2019
Q3 		$27K Hold
160
– – 0.01% 294
2019
Q2 		$33K Hold
160
– – 0.01% 276
2019
Q1 		$31K Hold
160
– – 0.01% 272
2018
Q4 		$26K Buy
+160
New +$22.7K 0.01% 274

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Wellington Management Group
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Baillie Gifford & Co
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return