Reilly Financial Advisors’s Workday WDAY Stock Holding History

Reilly Financial 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 Q4	$112K	Buy	410 +20	+5%	+$5.55K	0.01%	266
2021 Q3	$97K	Buy	390 +320	+457%	+$79.2K	0.01%	270
2021 Q2	$17K	Hold	70	–	–	﹤0.01%	589
2021 Q1	$17K	Hold	70	–	–	﹤0.01%	575
2020 Q4	$17K	Hold	70	–	–	﹤0.01%	528
2020 Q3	$15K	Hold	70	–	–	﹤0.01%	501
2020 Q2	$13K	Sell	70 -3	-4%	-$485	﹤0.01%	530
2020 Q1	$10K	Hold	73	–	–	﹤0.01%	552
2019 Q4	$12K	Buy	73 +3	+4%	+$498	﹤0.01%	601
2019 Q3	$12K	Buy	+70	New	+$13.5K	﹤0.01%	610
2014 Q1	–	Sell	-97	Closed	-$8K	–	864
2013 Q4	$8K	Buy	+97	New	+$7.66K	﹤0.01%	580

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reilly Financial Advisors's WDAY Position: Q4 2021 in Review

Reilly Financial Advisors increased its Workday (WDAY) stake by 5.1% in Q4 2021, buying an estimated $5.55K and bringing the position to 410 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #266.

Reilly Financial Advisors first reported a position in WDAY in Q4 2013 and has held it in 11 quarters since. 876 funds tracked by Wall St. Rank hold WDAY as of Q4 2021.

Reilly Financial Advisors held 410 shares of Workday worth $112K as of Q4 2021.
Reilly Financial Advisors bought 20 Workday shares in Q4 2021, an estimated $5.55K.
Workday made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #266 holding.
Reilly Financial Advisors first reported a position in Workday in Q4 2013 and has held it in 11 quarters since.
876 funds tracked by Wall St. Rank held Workday as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.