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Cassady Schiller Wealth Management’s Workday WDAY Stock Holding History

Cassady Schiller 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 		$10.6K Buy
+41
New +$10.5K ﹤0.01% 336
2024
Q2 		– Sell
-39
Closed -$10.6K – 500
2024
Q1 		$10.6K Buy
+39
New +$11.1K ﹤0.01% 331

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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

Cassady Schiller Wealth Management's WDAY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Workday (WDAY) in Q4 2024: 41 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WDAY as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in WDAY in Q1 2024 and has held it in 2 quarters since. The position peaked at $10.6K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • Cassady Schiller Wealth Management held 41 shares of Workday worth $10.6K as of Q4 2024.
  • Workday was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Workday made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #336 holding.
  • Cassady Schiller Wealth Management first reported a position in Workday in Q1 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Workday position peaked at $10.6K in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.