Checchi Capital Advisers’s Workday WDAY Stock Holding History

Checchi Capital Advisers’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
2025 Q2	–	Sell	-1,013	Closed	-$237K	–	604
2025 Q1	$237K	Buy	1,013 +65	+7%	+$16.6K	0.02%	520
2024 Q4	$245K	Buy	+948	New	+$242K	0.02%	490
2024 Q2	–	Sell	-1,068	Closed	-$291K	–	593
2024 Q1	$291K	Sell	1,068 -43	-4%	-$12.2K	0.02%	452
2023 Q4	$307K	Buy	1,111 +85	+8%	+$20.2K	0.02%	419
2023 Q3	$220K	Sell	1,026 -19	-2%	-$4.41K	0.02%	472
2023 Q2	$236K	Sell	1,045 -2	-0.2%	-$401	0.02%	488
2023 Q1	$216K	Buy	+1,047	New	+$190K	0.02%	513
2022 Q1	–	Sell	-803	Closed	-$219K	–	572
2021 Q4	$219K	Buy	+803	New	+$223K	0.02%	479
2016 Q3	–	Sell	-173	Closed	-$13K	–	1212
2016 Q2	$13K	Hold	173	–	–	﹤0.01%	1256
2016 Q1	$13K	Buy	+173	New	+$11.5K	﹤0.01%	1268

Other funds holding WDAY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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