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Liberty Wealth Management’s Workday WDAY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-377
Closed -$102K – 1099
2021
Q3 		$102K Buy
377
+262
+228% +$64.9K 0.04% 285
2021
Q2 		$27K Buy
115
+45
+64% +$10.8K 0.01% 450
2021
Q1 		$16K Hold
70
– – 0.01% 508
2020
Q4 		$16K Sell
70
-112
-62% -$25.2K 0.01% 505
2020
Q3 		$39K Buy
182
+3
+2% +$594 0.02% 273
2020
Q2 		$34K Buy
+179
New +$28.9K 0.02% 288
2020
Q1 		– Sell
-5
Closed -$1K – 1004
2019
Q4 		$1K Hold
5
– – ﹤0.01% 874
2019
Q3 		$1K Hold
5
– – ﹤0.01% 834
2019
Q2 		$1K Hold
5
– – ﹤0.01% 871
2019
Q1 		$0 Hold
5
– – ﹤0.01% 857
2018
Q4 		$0 Buy
+5
New +$708 ﹤0.01% 799

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Liberty Wealth Management's WDAY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Workday (WDAY) in Q4 2021, closing a stake of 377 shares — an estimated $102K sold.

Liberty Wealth Management first reported a position in WDAY in Q4 2018 and held it in 11 quarters. The position peaked at $102K in Q3 2021. 876 funds tracked by Wall St. Rank hold WDAY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Workday position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 377 Workday shares in Q4 2021, an estimated $102K.
  • Liberty Wealth Management first reported a position in Workday in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Workday position peaked at $102K in Q3 2021.
  • 876 funds tracked by Wall St. Rank held Workday as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.