WJWM
WDAY icon

Williams Jones Wealth Management’s Workday WDAY Stock Holding History

Williams Jones 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
2021
Q2 		– Sell
-1,000
Closed -$248K – 517
2021
Q1 		$248K Hold
1,000
– – ﹤0.01% 421
2020
Q4 		$240K Hold
1,000
– – ﹤0.01% 404
2020
Q3 		$215K Buy
+1,000
New +$198K ﹤0.01% 387

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Williams Jones Wealth Management's WDAY Position: Q2 2021 in Review

Williams Jones Wealth Management sold out of Workday (WDAY) in Q2 2021, closing a stake of 1,000 shares — an estimated $248K sold.

Williams Jones Wealth Management first reported a position in WDAY in Q3 2020 and held it in 3 quarters. The position peaked at $248K in Q1 2021. 791 funds tracked by Wall St. Rank hold WDAY as of Q2 2021.

  • Williams Jones Wealth Management reported no remaining Workday position as of Q2 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,000 Workday shares in Q2 2021, an estimated $248K.
  • Williams Jones Wealth Management first reported a position in Workday in Q3 2020 and held it in 3 quarters.
  • Williams Jones Wealth Management's Workday position peaked at $248K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Workday as of Q2 2021.

Based on Williams Jones Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.