Claro Advisors’s Workday WDAY Stock Holding History

Claro Advisors’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	-1,045	Closed	-$255K	–	548
2024 Q3	$255K	Buy	+1,045	New	+$247K	0.03%	420

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

Claro Advisors's WDAY Position: Q4 2024 in Review

Claro Advisors sold out of Workday (WDAY) in Q4 2024, closing a stake of 1,045 shares — an estimated $255K sold.

Claro Advisors first reported a position in WDAY in Q3 2024 and held it in 1 quarter. The position peaked at $255K in Q3 2024. 1,131 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

Claro Advisors reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 1,045 Workday shares in Q4 2024, an estimated $255K.
Claro Advisors first reported a position in Workday in Q3 2024 and held it in 1 quarter.
Claro Advisors's Workday position peaked at $255K in Q3 2024.
1,131 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.