Avitas Wealth Management’s Workday WDAY Stock Holding History

Avitas 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
2024 Q4	$1.26M	Sell	4,875 -11	-0.2%	-$2.81K	0.17%	124
2024 Q3	$1.19M	Sell	4,886 -4	-0.1%	-$945	0.17%	130
2024 Q2	$1.09M	Sell	4,890 -10	-0.2%	-$2.41K	0.16%	134
2024 Q1	$1.34M	Buy	4,900 +52	+1%	+$14.8K	0.2%	121
2023 Q4	$1.34M	Buy	4,848 +135	+3%	+$32.1K	0.22%	113
2023 Q3	$1.01M	Buy	+4,713	New	+$1.09M	0.19%	126
2020 Q1	–	Sell	-9,979	Closed	-$1.64M	–	176
2019 Q4	$1.64M	Sell	9,979 -2,582	-21%	-$429K	0.42%	90
2019 Q3	$2.13M	Buy	12,561 +125	+1%	+$24.1K	0.59%	77
2019 Q2	$2.56M	Sell	12,436 -6,911	-36%	-$1.4M	0.71%	63
2019 Q1	$3.73M	Buy	19,347 +124	+0.6%	+$22.6K	1.09%	25
2018 Q4	$3.07M	Buy	19,223 +8,165	+74%	+$1.16M	1.01%	36
2018 Q3	$1.61M	Buy	11,058 +308	+3%	+$42.8K	0.46%	94
2018 Q2	$1.3M	Buy	+10,750	New	+$1.38M	0.41%	98

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

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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avitas Wealth Management's WDAY Position: Q4 2024 in Review

Avitas Wealth Management reduced its Workday (WDAY) stake by 0.23% in Q4 2024, selling an estimated $2.81K and leaving 4,875 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #124.

Avitas Wealth Management first reported a position in WDAY in Q2 2018 and has held it in 13 quarters since. The position peaked at $3.73M in Q1 2019. 1,133 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

Avitas Wealth Management held 4,875 shares of Workday worth $1.26M as of Q4 2024.
Avitas Wealth Management sold 11 Workday shares in Q4 2024, an estimated $2.81K.
Workday made up 0.17% of Avitas Wealth Management's portfolio in Q4 2024, its #124 holding.
Avitas Wealth Management first reported a position in Workday in Q2 2018 and has held it in 13 quarters since.
Avitas Wealth Management's Workday position peaked at $3.73M in Q1 2019.
1,133 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.