Atlas Capital Advisors’s Workday WDAY Stock Holding History

Atlas Capital 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
2022 Q4	–	Sell	-8,670	Closed	-$1.32M	–	957
2022 Q3	$1.32M	Sell	8,670 -66	-0.8%	-$10.3K	0.24%	81
2022 Q2	$1.22M	Hold	8,736	–	–	0.21%	91
2022 Q1	$2.09M	Hold	8,736	–	–	0.32%	69
2021 Q4	$2.39M	Hold	8,736	–	–	0.36%	59
2021 Q3	$2.18M	Sell	8,736 -930	-10%	-$230K	0.35%	60
2021 Q2	$2.31M	Hold	9,666	–	–	0.39%	60
2021 Q1	$2.4M	Buy	9,666 +66	+0.7%	+$16.3K	0.47%	51
2020 Q4	$2.3M	Hold	9,600	–	–	0.48%	45
2020 Q3	$2.07M	Hold	9,600	–	–	0.49%	42
2020 Q2	$1.8M	Hold	9,600	–	–	0.42%	51
2020 Q1	$1.25M	Buy	9,600 +4,000	+71%	+$674K	0.37%	66
2019 Q4	$921K	Hold	5,600	–	–	0.23%	114
2019 Q3	$952K	Buy	+5,600	New	+$1.08M	0.29%	100

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SGA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Atlas Capital Advisors's WDAY Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Workday (WDAY) in Q4 2022, closing a stake of 8,670 shares — an estimated $1.32M sold.

Atlas Capital Advisors first reported a position in WDAY in Q3 2019 and held it in 13 quarters. The position peaked at $2.4M in Q1 2021. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

Atlas Capital Advisors reported no remaining Workday position as of Q4 2022 after selling out during the quarter.
Atlas Capital Advisors sold 8,670 Workday shares in Q4 2022, an estimated $1.32M.
Atlas Capital Advisors first reported a position in Workday in Q3 2019 and held it in 13 quarters.
Atlas Capital Advisors's Workday position peaked at $2.4M in Q1 2021.
805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.