SWS
WDAY icon

SYSTM Wealth Solutions’s Workday WDAY Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-6,851
Closed -$1.53M – 627
2024
Q2 		$1.53M Sell
6,851
-3,594
-34% -$865K 0.34% 94
2024
Q1 		$2.85M Buy
10,445
+142
+1% +$40.4K 0.36% 80
2023
Q4 		$2.84M Buy
10,303
+1,071
+12% +$255K 0.39% 64
2023
Q3 		$1.98M Buy
9,232
+221
+2% +$51.2K 0.3% 89
2023
Q2 		$2.04M Buy
9,011
+528
+6% +$106K 0.28% 100
2023
Q1 		$1.75M Sell
8,483
-14,349
-63% -$2.61M 0.27% 96
2022
Q4 		$3.82M Buy
+22,832
New +$3.56M 0.48% 53

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $14.5B AUM 5.7% 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

SYSTM Wealth Solutions's WDAY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Workday (WDAY) in Q3 2024, closing a stake of 6,851 shares — an estimated $1.53M sold.

SYSTM Wealth Solutions first reported a position in WDAY in Q4 2022 and held it in 7 quarters. The position peaked at $3.82M in Q4 2022. 1,079 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,851 Workday shares in Q3 2024, an estimated $1.53M.
  • SYSTM Wealth Solutions first reported a position in Workday in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Workday position peaked at $3.82M in Q4 2022.
  • 1,079 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.