Patriot Financial Group Insurance Agency’s Workday WDAY Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-4	Closed	-$1K	–	2191
2022 Q1	$1K	Sell	4 -20	-83%	-$4.77K	﹤0.01%	1990
2021 Q4	$7K	Hold	24	–	–	﹤0.01%	1629
2021 Q3	$6K	Sell	24 -1	-4%	-$248	﹤0.01%	1663
2021 Q2	$6K	Sell	25 -2,115	-99%	-$509K	﹤0.01%	1610
2021 Q1	$532K	Buy	2,140 +3	+0.1%	+$741	0.12%	183
2020 Q4	$512K	Buy	2,137 +1	+0%	+$225	0.13%	176
2020 Q3	$460K	Hold	2,136	–	–	0.15%	149
2020 Q2	$400K	Hold	2,136	–	–	0.15%	145
2020 Q1	$278K	Hold	2,136	–	–	0.13%	174
2019 Q4	$351K	Hold	2,136	–	–	0.13%	143
2019 Q3	$363K	Hold	2,136	–	–	0.16%	125
2019 Q2	$457K	Buy	+2,136	New	+$431K	0.2%	90

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, United Kingdom $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 $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Patriot Financial Group Insurance Agency's WDAY Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Workday (WDAY) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WDAY in Q2 2019 and held it in 12 quarters. The position peaked at $532K in Q1 2021. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4 Workday shares in Q2 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Workday in Q2 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Workday position peaked at $532K in Q1 2021.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.