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Brophy Wealth Management’s Workday WDAY Stock Holding History

Brophy 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
Q3 		$581K Buy
+2,378
New +$562K 0.21% 111

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Baillie Gifford & Co
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Brophy Wealth Management's WDAY Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Workday (WDAY) in Q3 2024: 2,378 shares worth $581K. The stake represents 0.21% of the portfolio and ranks #111 among its holdings.

1,079 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Brophy Wealth Management held 2,378 shares of Workday worth $581K as of Q3 2024.
  • Workday was a new Brophy Wealth Management position in Q3 2024.
  • Workday made up 0.21% of Brophy Wealth Management's portfolio in Q3 2024, its #111 holding.
  • 1,079 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.