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Connecticut Wealth Management’s Workday WDAY Stock Holding History

Connecticut 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
Q3 		– Sell
-897
Closed -$200K – 339
2024
Q2 		$200K Buy
897
+51
+6% +$12.3K 0.01% 316
2024
Q1 		$231K Buy
846
+2
+0.2% +$569 0.01% 303
2023
Q4 		$233K Buy
+844
New +$201K 0.01% 295

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Connecticut Wealth Management's WDAY Position: Q3 2024 in Review

Connecticut Wealth Management sold out of Workday (WDAY) in Q3 2024, closing a stake of 897 shares — an estimated $200K sold.

Connecticut Wealth Management first reported a position in WDAY in Q4 2023 and held it in 3 quarters. The position peaked at $233K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Connecticut Wealth Management reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 897 Workday shares in Q3 2024, an estimated $200K.
  • Connecticut Wealth Management first reported a position in Workday in Q4 2023 and held it in 3 quarters.
  • Connecticut Wealth Management's Workday position peaked at $233K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Connecticut Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.