PFS Investments’s Workday WDAY Stock Holding History

PFS Investments’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
2023 Q2	$6.13M	Buy	27,136 +721	+3%	+$144K	0.1%	196
2023 Q1	$5.2M	Buy	26,415 +3,995	+18%	+$727K	0.09%	192
2022 Q4	$3.75M	Sell	22,420 -67	-0.3%	-$10.4K	0.07%	226
2022 Q3	$3.42M	Buy	22,487 +20,755	+1,198%	+$3.25M	0.06%	215
2022 Q2	$242K	Buy	1,732 +351	+25%	+$63.8K	﹤0.01%	390
2022 Q1	$331K	Buy	1,381 +453	+49%	+$108K	0.01%	379
2021 Q4	$254K	Buy	+928	New	+$258K	﹤0.01%	381

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SGA

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

Norges Bank Oslo, Norway $1T AUM

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

PFS Investments's WDAY Position: Q2 2023 in Review

PFS Investments increased its Workday (WDAY) stake by 2.7% in Q2 2023, buying an estimated $144K and bringing the position to 27,136 shares worth $6.13M. The position accounts for 0.1% of the portfolio, ranked #196.

PFS Investments first reported a position in WDAY in Q4 2021 and has held it in 7 quarters since. 897 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

PFS Investments held 27,136 shares of Workday worth $6.13M as of Q2 2023.
PFS Investments bought 721 Workday shares in Q2 2023, an estimated $144K.
Workday made up 0.1% of PFS Investments's portfolio in Q2 2023, its #196 holding.
PFS Investments first reported a position in Workday in Q4 2021 and has held it in 7 quarters since.
897 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.