RIA Advisory Group’s Workday WDAY Stock Holding History

RIA Advisory Group’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
2023 Q3	–	Sell	-3,960	Closed	-$895K	–	139
2023 Q2	$895K	Sell	3,960 -1,859	-32%	-$372K	0.38%	38
2023 Q1	$1.21M	Buy	5,819 +2,062	+55%	+$375K	0.56%	29
2022 Q4	$629K	Buy	+3,757	New	+$586K	0.36%	43

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIA Advisory Group's WDAY Position: Q3 2023 in Review

RIA Advisory Group sold out of Workday (WDAY) in Q3 2023, closing a stake of 3,960 shares — an estimated $895K sold.

RIA Advisory Group first reported a position in WDAY in Q4 2022 and held it in 3 quarters. The position peaked at $1.21M in Q1 2023. 938 funds tracked by Wall St. Rank hold WDAY as of Q3 2023.

RIA Advisory Group reported no remaining Workday position as of Q3 2023 after selling out during the quarter.
RIA Advisory Group sold 3,960 Workday shares in Q3 2023, an estimated $895K.
RIA Advisory Group first reported a position in Workday in Q4 2022 and held it in 3 quarters.
RIA Advisory Group's Workday position peaked at $1.21M in Q1 2023.
938 funds tracked by Wall St. Rank held Workday as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.