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Minot Wealth Management’s Workday WDAY Stock Holding History

Minot 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
Q2 		– Sell
-2,607
Closed -$648K – 226
2021
Q1 		$648K Buy
2,607
+352
+16% +$87K 0.17% 106
2020
Q4 		$540K Buy
2,255
+1,305
+137% +$293K 0.16% 98
2020
Q3 		$204K Buy
+950
New +$188K 0.08% 132

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Minot Wealth Management's WDAY Position: Q2 2021 in Review

Minot Wealth Management sold out of Workday (WDAY) in Q2 2021, closing a stake of 2,607 shares — an estimated $648K sold.

Minot Wealth Management first reported a position in WDAY in Q3 2020 and held it in 3 quarters. The position peaked at $648K in Q1 2021. 791 funds tracked by Wall St. Rank hold WDAY as of Q2 2021.

  • Minot Wealth Management reported no remaining Workday position as of Q2 2021 after selling out during the quarter.
  • Minot Wealth Management sold 2,607 Workday shares in Q2 2021, an estimated $648K.
  • Minot Wealth Management first reported a position in Workday in Q3 2020 and held it in 3 quarters.
  • Minot Wealth Management's Workday position peaked at $648K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Workday as of Q2 2021.

Based on Minot Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.