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	0.01%	520
2024 Q4	$245K	Buy	+948	New	+$242K	0.01%	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Checchi Capital Advisers's WDAY Position: Q2 2025 in Review

Checchi Capital Advisers sold out of Workday (WDAY) in Q2 2025, closing a stake of 1,013 shares — an estimated $237K sold.

Checchi Capital Advisers first reported a position in WDAY in Q1 2016 and held it in 10 quarters. The position peaked at $307K in Q4 2023. 1,139 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

Checchi Capital Advisers reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
Checchi Capital Advisers sold 1,013 Workday shares in Q2 2025, an estimated $237K.
Checchi Capital Advisers first reported a position in Workday in Q1 2016 and held it in 10 quarters.
Checchi Capital Advisers's Workday position peaked at $307K in Q4 2023.
1,139 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on Checchi Capital Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.