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One Wealth Management Investment & Advisory Services’s Workday WDAY Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-2,359
Closed -$527K – 133
2024
Q2 		$527K Buy
2,359
+52
+2% +$12.5K 0.21% 64
2024
Q1 		$629K Buy
2,307
+191
+9% +$54.4K 0.26% 59
2023
Q4 		$584K Buy
+2,116
New +$504K 0.26% 64

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's WDAY Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Workday (WDAY) in Q3 2024, closing a stake of 2,359 shares — an estimated $527K sold.

One Wealth Management Investment & Advisory Services first reported a position in WDAY in Q4 2023 and held it in 3 quarters. The position peaked at $629K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,359 Workday shares in Q3 2024, an estimated $527K.
  • One Wealth Management Investment & Advisory Services first reported a position in Workday in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Workday position peaked at $629K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.