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 $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

SGA

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Alta Wealth Advisors's WDAY Position: Q2 2024 in Review

Alta Wealth Advisors sold out of Workday (WDAY) in Q2 2024, closing a stake of 5,027 shares — an estimated $1.37M sold.

Alta Wealth Advisors first reported a position in WDAY in Q4 2020 and held it in 14 quarters. The position peaked at $1.39M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

Alta Wealth Advisors reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
Alta Wealth Advisors sold 5,027 Workday shares in Q2 2024, an estimated $1.37M.
Alta Wealth Advisors first reported a position in Workday in Q4 2020 and held it in 14 quarters.
Alta Wealth Advisors's Workday position peaked at $1.39M in Q4 2023.
1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.