Modern Wealth Management’s Workday WDAY Stock Holding History

Modern Wealth Management’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	-848	Closed	-$231K	–	413
2024 Q1	$231K	Buy	848 +40	+5%	+$11.4K	0.02%	271
2023 Q4	$223K	Buy	+808	New	+$192K	0.03%	173

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Modern Wealth Management's WDAY Position: Q2 2024 in Review

Modern Wealth Management sold out of Workday (WDAY) in Q2 2024, closing a stake of 848 shares — an estimated $231K sold.

Modern Wealth Management first reported a position in WDAY in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

Modern Wealth Management reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
Modern Wealth Management sold 848 Workday shares in Q2 2024, an estimated $231K.
Modern Wealth Management first reported a position in Workday in Q4 2023 and held it in 2 quarters.
Modern Wealth Management's Workday position peaked at $231K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Modern Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.