Spectrum Wealth Advisory Group’s Workday WDAY Stock Holding History

Spectrum Wealth Advisory Group’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	-940	Closed	-$225K	–	48
2022 Q1	$225K	Sell	940 -100	-10%	-$23.8K	0.22%	43
2021 Q4	$284K	Hold	1,040	–	–	0.25%	40
2021 Q3	$260K	Sell	1,040 -275	-21%	-$68.1K	0.26%	40
2021 Q2	$314K	Buy	1,315 +125	+11%	+$30.1K	0.31%	35
2021 Q1	$296K	Hold	1,190	–	–	0.28%	32
2020 Q4	$285K	Sell	1,190 -1,240	-51%	-$279K	0.32%	27
2020 Q3	$525K	Buy	2,430 +1,136	+88%	+$225K	0.34%	26
2020 Q2	$242K	Buy	+1,294	New	+$209K	0.34%	30
2020 Q1	–	Sell	-1,293	Closed	-$213K	–	31
2019 Q4	$213K	Hold	1,293	–	–	0.38%	27
2019 Q3	$220K	Hold	1,293	–	–	0.44%	26
2019 Q2	$268K	Sell	1,293 -533	-29%	-$108K	0.55%	28
2019 Q1	$352K	Buy	+1,826	New	+$332K	0.55%	24

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Spectrum Wealth Advisory Group's WDAY Position: Q2 2022 in Review

Spectrum Wealth Advisory Group sold out of Workday (WDAY) in Q2 2022, closing a stake of 940 shares — an estimated $225K sold.

Spectrum Wealth Advisory Group first reported a position in WDAY in Q1 2019 and held it in 12 quarters. The position peaked at $525K in Q3 2020. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Spectrum Wealth Advisory Group reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 940 Workday shares in Q2 2022, an estimated $225K.
Spectrum Wealth Advisory Group first reported a position in Workday in Q1 2019 and held it in 12 quarters.
Spectrum Wealth Advisory Group's Workday position peaked at $525K in Q3 2020.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2022, filed 29 Jul 2022.