FinTrust Capital Advisors’s Workday WDAY Stock Holding History

FinTrust Capital 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 Q3	$5.62K	Sell	23 -5	-18%	-$1.18K	﹤0.01%	1064
2024 Q2	$6.26K	Buy	28 +5	+22%	+$1.2K	﹤0.01%	994
2024 Q1	$6.27K	Hold	23	–	–	﹤0.01%	943
2023 Q4	$6.35K	Buy	+23	New	+$5.48K	﹤0.01%	908
2022 Q4	–	Sell	-37	Closed	-$6K	–	1291
2022 Q3	$6K	Buy	+37	New	+$5.79K	﹤0.01%	1002
2022 Q1	–	Sell	-50	Closed	-$14K	–	1300
2021 Q4	$14K	Hold	50	–	–	﹤0.01%	850
2021 Q3	$12K	Sell	50 -1,000	-95%	-$248K	﹤0.01%	883
2021 Q2	$251K	Hold	1,050	–	–	0.07%	247
2021 Q1	$261K	Buy	1,050 +1,000	+2,000%	+$247K	0.08%	227
2020 Q4	$12K	Hold	50	–	–	﹤0.01%	804
2020 Q3	$11K	Hold	50	–	–	﹤0.01%	789
2020 Q2	$9K	Hold	50	–	–	﹤0.01%	754
2020 Q1	$7K	Hold	50	–	–	﹤0.01%	820
2019 Q4	$8K	Hold	50	–	–	﹤0.01%	787
2019 Q3	$8K	Hold	50	–	–	﹤0.01%	803
2019 Q2	$10K	Sell	50 -24	-32%	-$4.85K	﹤0.01%	744
2019 Q1	$15K	Sell	74 -17	-19%	-$3.09K	0.01%	681
2018 Q4	$15K	Buy	+91	New	+$12.9K	0.01%	677

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

FinTrust Capital Advisors's WDAY Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Workday (WDAY) stake by 18% in Q3 2024, selling an estimated $1.18K and leaving 23 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

FinTrust Capital Advisors first reported a position in WDAY in Q4 2018 and has held it in 18 quarters since. The position peaked at $261K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

FinTrust Capital Advisors held 23 shares of Workday worth $5.62K as of Q3 2024.
FinTrust Capital Advisors sold 5 Workday shares in Q3 2024, an estimated $1.18K.
Workday made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1064 holding.
FinTrust Capital Advisors first reported a position in Workday in Q4 2018 and has held it in 18 quarters since.
FinTrust Capital Advisors's Workday position peaked at $261K in Q1 2021.
1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.