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Personal Capital Advisors’s Workday WDAY Stock Holding History

Personal Capital 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
Q4 		$490K Sell
2,929
-19
-0.6% -$2.96K ﹤0.01% 303
2022
Q3 		$449K Sell
2,948
-89
-3% -$13.9K ﹤0.01% 301
2022
Q2 		$424K Buy
3,037
+210
+7% +$38.2K ﹤0.01% 294
2022
Q1 		$677K Sell
2,827
-763
-21% -$182K ﹤0.01% 276
2021
Q4 		$977K Sell
3,590
-490
-12% -$136K ﹤0.01% 267
2021
Q3 		$1.02M Sell
4,080
-405
-9% -$100K 0.01% 254
2021
Q2 		$1.07M Sell
4,485
-28
-0.6% -$6.73K 0.01% 252
2021
Q1 		$1.12M Sell
4,513
-1,271
-22% -$314K 0.01% 248
2020
Q4 		$1.39M Sell
5,784
-1,447
-20% -$325K 0.01% 238
2020
Q3 		$1.56M Buy
7,231
+1,112
+18% +$220K 0.01% 236
2020
Q2 		$1.15M Buy
6,119
+380
+7% +$61.4K 0.01% 224
2020
Q1 		$745K Sell
5,739
-634
-10% -$107K 0.01% 237
2019
Q4 		$1.05M Sell
6,373
-348
-5% -$57.8K 0.01% 230
2019
Q3 		$1.14M Buy
6,721
+150
+2% +$29K 0.01% 220
2019
Q2 		$1.35M Sell
6,571
-57
-0.9% -$11.5K 0.01% 211
2019
Q1 		$1.28M Buy
6,628
+47
+0.7% +$8.55K 0.01% 200
2018
Q4 		$1.05M Buy
6,581
+30
+0.5% +$4.25K 0.01% 195
2018
Q3 		$956K Buy
+6,551
New +$910K 0.01% 191

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's WDAY Position: Q4 2022 in Review

Personal Capital Advisors reduced its Workday (WDAY) stake by 0.64% in Q4 2022, selling an estimated $2.96K and leaving 2,929 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Personal Capital Advisors first reported a position in WDAY in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.56M in Q3 2020. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

  • Personal Capital Advisors held 2,929 shares of Workday worth $490K as of Q4 2022.
  • Personal Capital Advisors sold 19 Workday shares in Q4 2022, an estimated $2.96K.
  • Workday made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #303 holding.
  • Personal Capital Advisors first reported a position in Workday in Q3 2018 and has held it in 18 quarters since.
  • Personal Capital Advisors's Workday position peaked at $1.56M in Q3 2020.
  • 805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.