Lumature Wealth Partners’s Workday WDAY Stock Holding History

Lumature Wealth Partners’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 Q3	–	Sell	-16	Closed	-$2K	–	429
2022 Q2	$2K	Sell	16 -133	-89%	-$24.2K	﹤0.01%	391
2022 Q1	$36K	Sell	149 -3,062	-95%	-$730K	0.01%	276
2021 Q4	$877K	Buy	3,211 +57	+2%	+$15.8K	0.34%	67
2021 Q3	$788K	Buy	3,154 +216	+7%	+$53.5K	0.32%	70
2021 Q2	$701K	Buy	2,938 +543	+23%	+$131K	0.29%	73
2021 Q1	$595K	Buy	+2,395	New	+$592K	0.31%	73

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

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lumature Wealth Partners's WDAY Position: Q3 2022 in Review

Lumature Wealth Partners sold out of Workday (WDAY) in Q3 2022, closing a stake of 16 shares — an estimated $2K sold.

Lumature Wealth Partners first reported a position in WDAY in Q1 2021 and held it in 6 quarters. The position peaked at $877K in Q4 2021. 786 funds tracked by Wall St. Rank hold WDAY as of Q3 2022.

Lumature Wealth Partners reported no remaining Workday position as of Q3 2022 after selling out during the quarter.
Lumature Wealth Partners sold 16 Workday shares in Q3 2022, an estimated $2K.
Lumature Wealth Partners first reported a position in Workday in Q1 2021 and held it in 6 quarters.
Lumature Wealth Partners's Workday position peaked at $877K in Q4 2021.
786 funds tracked by Wall St. Rank held Workday as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.