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	–	177
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return