Regent Peak Wealth Advisors’s Workday WDAY Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-50	Closed	-$12K	–	991
2020 Q4	$12K	Buy	+50	New	+$11.2K	﹤0.01%	540

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regent Peak Wealth Advisors's WDAY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Workday (WDAY) in Q1 2021, closing a stake of 50 shares — an estimated $12K sold.

Regent Peak Wealth Advisors first reported a position in WDAY in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 792 funds tracked by Wall St. Rank hold WDAY as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Workday position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 50 Workday shares in Q1 2021, an estimated $12K.
Regent Peak Wealth Advisors first reported a position in Workday in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Workday position peaked at $12K in Q4 2020.
792 funds tracked by Wall St. Rank held Workday as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.