Bison Wealth’s Workday WDAY Stock Holding History

Bison Wealth’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	-6,588	Closed	-$1.61M	–	438
2024 Q3	$1.61M	Buy	+6,588	New	+$1.56M	0.26%	91

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

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

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

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

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

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

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

Bison Wealth's WDAY Position: Q4 2024 in Review

Bison Wealth sold out of Workday (WDAY) in Q4 2024, closing a stake of 6,588 shares — an estimated $1.61M sold.

Bison Wealth first reported a position in WDAY in Q3 2024 and held it in 1 quarter. The position peaked at $1.61M in Q3 2024. 1,132 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

Bison Wealth reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 6,588 Workday shares in Q4 2024, an estimated $1.61M.
Bison Wealth first reported a position in Workday in Q3 2024 and held it in 1 quarter.
Bison Wealth's Workday position peaked at $1.61M in Q3 2024.
1,132 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.