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Glassman Wealth Services’s Workday WDAY Stock Holding History

Glassman Wealth Services’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 		– Sell
-216
Closed -$59.6K – 1806
2023
Q4 		$59.6K Sell
216
-19
-8% -$4.52K 0.01% 411
2023
Q3 		$50.5K Buy
235
+21
+10% +$4.87K 0.01% 418
2023
Q2 		$48.3K Buy
214
+1
+0.5% +$200 0.01% 417
2023
Q1 		$44K Buy
213
+2
+0.9% +$364 0.01% 438
2022
Q4 		$35.3K Buy
211
+21
+11% +$3.27K 0.01% 504
2022
Q3 		$29K Buy
190
+108
+132% +$16.9K 0.01% 523
2022
Q2 		$11K Sell
82
-33
-29% -$6K ﹤0.01% 796
2022
Q1 		$28K Sell
115
-43
-27% -$10.2K 0.01% 552
2021
Q4 		$43K Buy
158
+64
+68% +$17.8K 0.01% 405
2021
Q3 		$23K Buy
94
+11
+13% +$2.72K ﹤0.01% 553
2021
Q2 		$20K Sell
83
-3
-3% -$721 ﹤0.01% 580
2021
Q1 		$21K Buy
86
+18
+26% +$4.45K ﹤0.01% 520
2020
Q4 		$16K Buy
68
+9
+15% +$2.02K ﹤0.01% 600
2020
Q3 		$13K Buy
59
+18
+44% +$3.56K ﹤0.01% 556
2020
Q2 		$8K Buy
41
+14
+52% +$2.26K ﹤0.01% 543
2020
Q1 		$4K Buy
27
+13
+93% +$2.19K ﹤0.01% 570
2019
Q4 		$2K Buy
14
+3
+27% +$498 ﹤0.01% 803
2019
Q3 		$2K Sell
11
-23
-68% -$4.44K ﹤0.01% 748
2019
Q2 		$7K Buy
34
+7
+26% +$1.41K ﹤0.01% 506
2019
Q1 		$5K Buy
27
+24
+800% +$4.37K ﹤0.01% 560
2018
Q4 		$0 Buy
+3
New +$425 ﹤0.01% 996

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Glassman Wealth Services's WDAY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Workday (WDAY) in Q1 2024, closing a stake of 216 shares — an estimated $59.6K sold.

Glassman Wealth Services first reported a position in WDAY in Q4 2018 and held it in 21 quarters. The position peaked at $59.6K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 216 Workday shares in Q1 2024, an estimated $59.6K.
  • Glassman Wealth Services first reported a position in Workday in Q4 2018 and held it in 21 quarters.
  • Glassman Wealth Services's Workday position peaked at $59.6K in Q4 2023.
  • 1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.