Western Wealth Management’s Workday WDAY Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-1,960	Closed	-$295K	–	803
2022 Q3	$295K	Buy	+1,960	New	+$307K	0.02%	635
2022 Q2	–	Sell	-1,264	Closed	-$303K	–	861
2022 Q1	$303K	Buy	+1,264	New	+$301K	0.01%	672
2019 Q4	–	Sell	-1,425	Closed	-$239K	–	426
2019 Q3	$239K	Sell	1,425 -310	-18%	-$59.8K	0.05%	344
2019 Q2	$357K	Buy	1,735 +185	+12%	+$37.4K	0.05%	278
2019 Q1	$302K	Buy	+1,550	New	+$282K	0.07%	288

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Western Wealth Management's WDAY Position: Q4 2022 in Review

Western Wealth Management sold out of Workday (WDAY) in Q4 2022, closing a stake of 1,960 shares — an estimated $295K sold.

Western Wealth Management first reported a position in WDAY in Q1 2019 and held it in 5 quarters. The position peaked at $357K in Q2 2019. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

Western Wealth Management reported no remaining Workday position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 1,960 Workday shares in Q4 2022, an estimated $295K.
Western Wealth Management first reported a position in Workday in Q1 2019 and held it in 5 quarters.
Western Wealth Management's Workday position peaked at $357K in Q2 2019.
805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.