Vishria Bird Financial Group’s Workday WDAY Stock Holding History

Vishria Bird Financial 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	-16,864	Closed	-$4.04M	–	67
2022 Q1	$4.04M	Hold	16,864	–	–	2.23%	15
2021 Q4	$4.61M	Sell	16,864 -969	-5%	-$269K	2.14%	17
2021 Q3	$4.46M	Hold	17,833	–	–	2.34%	16
2021 Q2	$4.26M	Sell	17,833 -10,609	-37%	-$2.55M	2.1%	19
2021 Q1	$7.07M	Sell	28,442 -741	-3%	-$183K	3.9%	10
2020 Q4	$6.99M	Sell	29,183 -430	-1%	-$96.6K	3.98%	9
2020 Q3	$6.37M	Hold	29,613	–	–	4.01%	10
2020 Q2	$5.55M	Sell	29,613 -232	-0.8%	-$37.5K	4.34%	8
2020 Q1	$3.89M	Buy	+29,845	New	+$5.03M	4.07%	11

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

Vishria Bird Financial Group's WDAY Position: Q2 2022 in Review

Vishria Bird Financial Group sold out of Workday (WDAY) in Q2 2022, closing a stake of 16,864 shares — an estimated $4.04M sold.

Vishria Bird Financial Group first reported a position in WDAY in Q1 2020 and held it in 9 quarters. The position peaked at $7.07M in Q1 2021. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Vishria Bird Financial Group reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Vishria Bird Financial Group sold 16,864 Workday shares in Q2 2022, an estimated $4.04M.
Vishria Bird Financial Group first reported a position in Workday in Q1 2020 and held it in 9 quarters.
Vishria Bird Financial Group's Workday position peaked at $7.07M in Q1 2021.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Vishria Bird Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.