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Spectrum Wealth Counsel’s Workday WDAY Stock Holding History

Spectrum Wealth Counsel’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
-134
Closed -$30K – 444
2024
Q2 		$30K Buy
134
+31
+30% +$7.46K ﹤0.01% 238
2024
Q1 		$28.1K Hold
103
– – ﹤0.01% 240
2023
Q4 		$28.4K Buy
+103
New +$24.5K ﹤0.01% 216

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 $3.38T AUM 44.17% 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

Spectrum Wealth Counsel's WDAY Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Workday (WDAY) in Q3 2024, closing a stake of 134 shares — an estimated $30K sold.

Spectrum Wealth Counsel first reported a position in WDAY in Q4 2023 and held it in 3 quarters. The position peaked at $30K in Q2 2024. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 134 Workday shares in Q3 2024, an estimated $30K.
  • Spectrum Wealth Counsel first reported a position in Workday in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Workday position peaked at $30K in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.