Delap Wealth Advisory’s Workday WDAY Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-1,175	Closed	-$320K	–	289
2024 Q1	$320K	Buy	+1,175	New	+$334K	0.13%	141

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

SGA

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Delap Wealth Advisory's WDAY Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Workday (WDAY) in Q2 2024, closing a stake of 1,175 shares — an estimated $320K sold.

Delap Wealth Advisory first reported a position in WDAY in Q1 2024 and held it in 1 quarter. The position peaked at $320K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

Delap Wealth Advisory reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,175 Workday shares in Q2 2024, an estimated $320K.
Delap Wealth Advisory first reported a position in Workday in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Workday position peaked at $320K in Q1 2024.
1,041 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.