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Planned Solutions’s Workday WDAY Stock Holding History

Planned Solutions’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
Q4 		– Sell
-200
Closed -$48.9K – 639
2024
Q3 		$48.9K Buy
+200
New +$47.2K 0.02% 304
2024
Q1 		– Sell
-200
Closed -$55.2K – 555
2023
Q4 		$55.2K Buy
+200
New +$47.6K 0.03% 270
2021
Q1 		– Sell
-200
Closed -$48K – 411
2020
Q4 		$48K Hold
200
– – 0.04% 210
2020
Q3 		$43K Buy
+200
New +$39.6K 0.04% 169

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planned Solutions's WDAY Position: Q4 2024 in Review

Planned Solutions sold out of Workday (WDAY) in Q4 2024, closing a stake of 200 shares — an estimated $48.9K sold.

Planned Solutions first reported a position in WDAY in Q3 2020 and held it in 4 quarters. The position peaked at $55.2K in Q4 2023. 1,133 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • Planned Solutions reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Workday shares in Q4 2024, an estimated $48.9K.
  • Planned Solutions first reported a position in Workday in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Workday position peaked at $55.2K in Q4 2023.
  • 1,133 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.