FW
WDAY icon

FirstPurpose Wealth’s Workday WDAY Stock Holding History

FirstPurpose Wealth’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
Q1 		$348K Sell
1,303
-20
-2% -$5.69K 0.13% 149
2023
Q4 		$365K Buy
1,323
+60
+5% +$14.3K 0.14% 133
2023
Q3 		$271K Buy
1,263
+18
+1% +$4.17K 0.12% 151
2023
Q2 		$281K Buy
+1,245
New +$249K 0.12% 151

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

FirstPurpose Wealth's WDAY Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Workday (WDAY) stake by 1.5% in Q1 2024, selling an estimated $5.69K and leaving 1,303 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #149.

FirstPurpose Wealth first reported a position in WDAY in Q2 2023 and has held it in 4 quarters since. The position peaked at $365K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

  • FirstPurpose Wealth held 1,303 shares of Workday worth $348K as of Q1 2024.
  • FirstPurpose Wealth sold 20 Workday shares in Q1 2024, an estimated $5.69K.
  • Workday made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #149 holding.
  • FirstPurpose Wealth first reported a position in Workday in Q2 2023 and has held it in 4 quarters since.
  • FirstPurpose Wealth's Workday position peaked at $365K in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.