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Prevail Innovative Wealth Advisors’s Workday WDAY Stock Holding History

Prevail Innovative Wealth Advisors’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
-9,581
Closed -$2.14M – 204
2024
Q2 		$2.14M Buy
+9,581
New +$2.31M 0.76% 62

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $32.7B AUM 17.15% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Prevail Innovative Wealth Advisors's WDAY Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Workday (WDAY) in Q3 2024, closing a stake of 9,581 shares — an estimated $2.14M sold.

Prevail Innovative Wealth Advisors first reported a position in WDAY in Q2 2024 and held it in 1 quarter. The position peaked at $2.14M in Q2 2024. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 9,581 Workday shares in Q3 2024, an estimated $2.14M.
  • Prevail Innovative Wealth Advisors first reported a position in Workday in Q2 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Workday position peaked at $2.14M in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.