Lenox Wealth Advisors’s Workday WDAY Stock Holding History

Lenox Wealth 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
2022 Q1	$66K	Sell	288 -7	-2%	-$1.67K	0.01%	218
2021 Q4	$81K	Buy	295 +7	+2%	+$1.94K	0.01%	195
2021 Q3	$72K	Hold	288	–	–	0.01%	191
2021 Q2	$69K	Hold	288	–	–	0.01%	187
2021 Q1	$72K	Sell	288 -67	-19%	-$16.6K	0.01%	146
2020 Q4	$85K	Buy	355 +92	+35%	+$20.7K	0.01%	137
2020 Q3	$57K	Sell	263 -125	-32%	-$24.7K	0.01%	152
2020 Q2	$73K	Sell	388 -108	-22%	-$17.5K	0.01%	122
2020 Q1	$65K	Sell	496 -225	-31%	-$37.9K	0.01%	118
2019 Q4	$119K	Buy	721 +100	+16%	+$16.6K	0.02%	110
2019 Q3	$106K	Sell	621 -275	-31%	-$53.1K	0.02%	111
2019 Q2	$184K	Buy	896 +436	+95%	+$88K	0.03%	77
2019 Q1	$89K	Hold	460	–	–	0.02%	108
2018 Q4	$73K	Buy	+460	New	+$65.2K	0.02%	110

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

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

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

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

LPC

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's WDAY Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Workday (WDAY) stake by 2.4% in Q1 2022, selling an estimated $1.67K and leaving 288 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #218.

Lenox Wealth Advisors first reported a position in WDAY in Q4 2018 and has held it in 14 quarters since. The position peaked at $184K in Q2 2019. 864 funds tracked by Wall St. Rank hold WDAY as of Q1 2022.

Lenox Wealth Advisors held 288 shares of Workday worth $66K as of Q1 2022.
Lenox Wealth Advisors sold 7 Workday shares in Q1 2022, an estimated $1.67K.
Workday made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #218 holding.
Lenox Wealth Advisors first reported a position in Workday in Q4 2018 and has held it in 14 quarters since.
Lenox Wealth Advisors's Workday position peaked at $184K in Q2 2019.
864 funds tracked by Wall St. Rank held Workday as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.