Compass Financial Advisors’s Workday WDAY Stock Holding History

Compass Financial 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
2023 Q2	–	Sell	-3,004	Closed	-$620K	–	116
2023 Q1	$620K	Sell	3,004 -12	-0.4%	-$2.18K	0.79%	43
2022 Q4	$505K	Buy	3,016 +125	+4%	+$19.5K	0.68%	51
2022 Q3	$440K	Hold	2,891	–	–	0.65%	54
2022 Q2	$404K	Buy	2,891 +45	+2%	+$8.18K	0.55%	62
2022 Q1	$682K	Buy	2,846 +118	+4%	+$28.1K	0.75%	45
2021 Q4	$745K	Buy	+2,728	New	+$757K	0.82%	40

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Compass Financial Advisors's WDAY Position: Q2 2023 in Review

Compass Financial Advisors sold out of Workday (WDAY) in Q2 2023, closing a stake of 3,004 shares — an estimated $620K sold.

Compass Financial Advisors first reported a position in WDAY in Q4 2021 and held it in 6 quarters. The position peaked at $745K in Q4 2021. 898 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

Compass Financial Advisors reported no remaining Workday position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 3,004 Workday shares in Q2 2023, an estimated $620K.
Compass Financial Advisors first reported a position in Workday in Q4 2021 and held it in 6 quarters.
Compass Financial Advisors's Workday position peaked at $745K in Q4 2021.
898 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.