Baystate Wealth Management’s Workday WDAY Stock Holding History

Baystate 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
2023 Q4	$3.24K	Buy	11 +1	+10%	+$238	﹤0.01%	973
2023 Q3	$2.15K	Sell	10 -47	-82%	-$10.9K	﹤0.01%	790
2023 Q2	$12.9K	Hold	57	–	–	﹤0.01%	527
2023 Q1	$11.8K	Buy	57 +47	+470%	+$8.55K	﹤0.01%	535
2022 Q4	$2K	Hold	10	–	–	﹤0.01%	816
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	775
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	884
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	785
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	731
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	712
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	682
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	617
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	590
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	558
2020 Q2	$2K	Buy	+10	New	+$1.62K	﹤0.01%	567

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baystate Wealth Management's WDAY Position: Q4 2023 in Review

Baystate Wealth Management increased its Workday (WDAY) stake by 10% in Q4 2023, buying an estimated $238 and bringing the position to 11 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Baystate Wealth Management first reported a position in WDAY in Q2 2020 and has held it in 15 quarters since. The position peaked at $12.9K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

Baystate Wealth Management held 11 shares of Workday worth $3.24K as of Q4 2023.
Baystate Wealth Management bought 1 Workday share in Q4 2023, an estimated $238.
Workday made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #973 holding.
Baystate Wealth Management first reported a position in Workday in Q2 2020 and has held it in 15 quarters since.
Baystate Wealth Management's Workday position peaked at $12.9K in Q2 2023.
1,051 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.