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Planning Capital Management Corporation’s Workday WDAY Stock Holding History

Planning Capital Management Corporation’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 		$33K Sell
135
-174
-56% -$41.1K 0.02% 227
2024
Q2 		$69.1K Hold
309
– – 0.05% 169
2024
Q1 		$84.3K Sell
309
-1
-0.3% -$285 0.06% 145
2023
Q4 		$85.6K Buy
+310
New +$73.8K 0.07% 142

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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 $11.6B AUM 8.03% 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

Planning Capital Management Corporation's WDAY Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Workday (WDAY) stake by 56% in Q3 2024, selling an estimated $41.1K and leaving 135 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #227.

Planning Capital Management Corporation first reported a position in WDAY in Q4 2023 and has held it in 4 quarters since. The position peaked at $85.6K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Planning Capital Management Corporation held 135 shares of Workday worth $33K as of Q3 2024.
  • Planning Capital Management Corporation sold 174 Workday shares in Q3 2024, an estimated $41.1K.
  • Workday made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #227 holding.
  • Planning Capital Management Corporation first reported a position in Workday in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Workday position peaked at $85.6K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.