Alta Wealth Advisors’s Workday WDAY Stock Holding History

Alta Wealth Advisors’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
2024 Q2	–	Sell	-5,027	Closed	-$1.37M	–	133
2024 Q1	$1.37M	Sell	5,027 -13	-0.3%	-$3.7K	0.7%	38
2023 Q4	$1.39M	Sell	5,040 -13	-0.3%	-$3.1K	0.78%	34
2023 Q3	$1.09M	Sell	5,053 -209	-4%	-$48.5K	0.67%	45
2023 Q2	$1.19M	Sell	5,262 -28	-0.5%	-$5.61K	0.7%	40
2023 Q1	$1.09M	Buy	5,290 +1,502	+40%	+$273K	0.69%	41
2022 Q4	$634K	Buy	3,788 +1,298	+52%	+$202K	0.43%	78
2022 Q3	$379K	Sell	2,490 -1	-0%	-$157	0.27%	108
2022 Q2	$347K	Sell	2,491 -508	-17%	-$92.3K	0.24%	110
2022 Q1	$718K	Sell	2,999 -286	-9%	-$68.2K	0.43%	67
2021 Q4	$897K	Hold	3,285	–	–	0.55%	58
2021 Q3	$821K	Buy	3,285 +39	+1%	+$9.66K	0.6%	57
2021 Q2	$775K	Sell	3,246 -14	-0.4%	-$3.37K	0.57%	58
2021 Q1	$810K	Hold	3,260	–	–	0.68%	52
2020 Q4	$781K	Buy	+3,260	New	+$732K	0.66%	54

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return