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Baldwin Wealth Partners’s Workday WDAY Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-7
Closed -$1.71K – 1026
2024
Q3 		$1.71K Buy
+7
New +$1.65K ﹤0.01% 966
2022
Q2 		– Sell
-24
Closed -$6K – 709
2022
Q1 		$6K Hold
24
– – ﹤0.01% 583
2021
Q4 		$7K Hold
24
– – ﹤0.01% 535
2021
Q3 		$6K Hold
24
– – ﹤0.01% 562
2021
Q2 		$6K Hold
24
– – ﹤0.01% 573
2021
Q1 		$6K Buy
+24
New +$5.93K ﹤0.01% 551

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BlackRock
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State Street
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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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return