Sax Wealth Advisors’s Workday WDAY Stock Holding History

Sax 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
2022 Q2	–	Sell	-1,476	Closed	-$353K	–	184
2022 Q1	$353K	Hold	1,476	–	–	0.09%	128
2021 Q4	$403K	Hold	1,476	–	–	0.08%	127
2021 Q3	$369K	Buy	1,476 +95	+7%	+$23.5K	0.09%	119
2021 Q2	$330K	Hold	1,381	–	–	0.11%	117
2021 Q1	$343K	Hold	1,381	–	–	0.13%	109
2020 Q4	$331K	Buy	+1,381	New	+$310K	0.15%	95

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Sax Wealth Advisors's WDAY Position: Q2 2022 in Review

Sax Wealth Advisors sold out of Workday (WDAY) in Q2 2022, closing a stake of 1,476 shares — an estimated $353K sold.

Sax Wealth Advisors first reported a position in WDAY in Q4 2020 and held it in 6 quarters. The position peaked at $403K in Q4 2021. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Sax Wealth Advisors reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Sax Wealth Advisors sold 1,476 Workday shares in Q2 2022, an estimated $353K.
Sax Wealth Advisors first reported a position in Workday in Q4 2020 and held it in 6 quarters.
Sax Wealth Advisors's Workday position peaked at $403K in Q4 2021.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Sax Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.