Foundations Investment Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-955
Closed -$261K – 803
2024
Q1
$261K Buy
955
+176
+23% +$50.1K 0.01% 614
2023
Q4
$229K Buy
+779
New +$185K 0.01% 614

Other funds holding WDAY

Foundations Investment Advisors's WDAY Position: Q2 2024 in Review

Foundations Investment Advisors sold out of Workday (WDAY) in Q2 2024, closing a stake of 955 shares — an estimated $261K sold.

Foundations Investment Advisors first reported a position in WDAY in Q4 2023 and held it in 2 quarters. The position peaked at $261K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

  • Foundations Investment Advisors reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 955 Workday shares in Q2 2024, an estimated $261K.
  • Foundations Investment Advisors first reported a position in Workday in Q4 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's Workday position peaked at $261K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.