Accel Wealth Management’s Workday WDAY Stock Holding History

Accel 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
2023 Q2	–	Sell	-74	Closed	-$15.3K	–	870
2023 Q1	$15.3K	Hold	74	–	–	0.01%	777
2022 Q4	$12.4K	Hold	74	–	–	0.01%	660
2022 Q3	$12K	Hold	74	–	–	0.01%	706
2022 Q2	$10K	Buy	74 +14	+23%	+$2.54K	0.01%	710
2022 Q1	$14K	Hold	60	–	–	0.01%	649
2021 Q4	$16K	Hold	60	–	–	0.01%	617
2021 Q3	$15K	Hold	60	–	–	0.01%	564
2021 Q2	$14K	Hold	60	–	–	0.01%	634
2021 Q1	$15K	Hold	60	–	–	0.01%	579
2020 Q4	$14K	Buy	+60	New	+$13.5K	0.01%	569

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Accel Wealth Management's WDAY Position: Q2 2023 in Review

Accel Wealth Management sold out of Workday (WDAY) in Q2 2023, closing a stake of 74 shares — an estimated $15.3K sold.

Accel Wealth Management first reported a position in WDAY in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 897 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

Accel Wealth Management reported no remaining Workday position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 74 Workday shares in Q2 2023, an estimated $15.3K.
Accel Wealth Management first reported a position in Workday in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Workday position peaked at $16K in Q4 2021.
897 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.