Arete Wealth Advisors’s Workday WDAY Stock Holding History

Arete 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 Q1	–	Sell	-1,510	Closed	-$417K	–	744
2023 Q4	$417K	Buy	1,510 +4	+0.3%	+$952	0.03%	451
2023 Q3	$324K	Sell	1,506 -41	-3%	-$9.51K	0.06%	327
2023 Q2	$349K	Buy	+1,547	New	+$310K	0.03%	449

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Arete Wealth Advisors's WDAY Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Workday (WDAY) in Q1 2024, closing a stake of 1,510 shares — an estimated $417K sold.

Arete Wealth Advisors first reported a position in WDAY in Q2 2023 and held it in 3 quarters. The position peaked at $417K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

Arete Wealth Advisors reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 1,510 Workday shares in Q1 2024, an estimated $417K.
Arete Wealth Advisors first reported a position in Workday in Q2 2023 and held it in 3 quarters.
Arete Wealth Advisors's Workday position peaked at $417K in Q4 2023.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.