TWA
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TCI Wealth Advisors’s Workday WDAY Stock Holding History

TCI 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
2023
Q2 		– Sell
-111
Closed -$22.9K – 2219
2023
Q1 		$22.9K Sell
111
-130
-54% -$23.7K ﹤0.01% 651
2022
Q4 		$40.3K Buy
241
+222
+1,168% +$34.6K 0.01% 463
2022
Q3 		$3K Buy
19
+16
+533% +$2.5K ﹤0.01% 1856
2022
Q2 		$0 Sell
3
-2
-40% -$363 ﹤0.01% 2538
2022
Q1 		$1K Sell
5
-62
-93% -$14.8K ﹤0.01% 2163
2021
Q4 		$18K Buy
67
+32
+91% +$8.88K ﹤0.01% 767
2021
Q3 		$9K Sell
35
-5
-13% -$1.24K ﹤0.01% 1204
2021
Q2 		$10K Buy
40
+20
+100% +$4.81K ﹤0.01% 990
2021
Q1 		$5K Sell
20
-37
-65% -$9.14K ﹤0.01% 1314
2020
Q4 		$14K Buy
57
+54
+1,800% +$12.1K 0.01% 575
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1454
2020
Q2 		$1K Sell
3
-101
-97% -$16.3K ﹤0.01% 1381
2020
Q1 		$14K Buy
104
+75
+259% +$12.6K 0.01% 514
2019
Q4 		$5K Sell
29
-10
-26% -$1.66K ﹤0.01% 873
2019
Q3 		$7K Buy
39
+10
+34% +$1.93K ﹤0.01% 743
2019
Q2 		$6K Hold
29
– – ﹤0.01% 743
2019
Q1 		$6K Hold
29
– – ﹤0.01% 761
2018
Q4 		$5K Hold
29
– – ﹤0.01% 788
2018
Q3 		$4K Hold
29
– – ﹤0.01% 865
2018
Q2 		$4K Buy
29
+3
+12% +$384 ﹤0.01% 882
2018
Q1 		$3K Hold
26
– – ﹤0.01% 888
2017
Q4 		$3K Hold
26
– – ﹤0.01% 943
2017
Q3 		$3K Hold
26
– – ﹤0.01% 882
2017
Q2 		$3K Buy
+26
New +$2.43K ﹤0.01% 919
2015
Q2 		– Sell
-10
Closed -$1K – 1010
2015
Q1 		$1K Buy
+10
New +$846 ﹤0.01% 839

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

TCI Wealth Advisors's WDAY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Workday (WDAY) in Q2 2023, closing a stake of 111 shares — an estimated $22.9K sold.

TCI Wealth Advisors first reported a position in WDAY in Q1 2015 and held it in 25 quarters. The position peaked at $40.3K in Q4 2022. 897 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Workday position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 111 Workday shares in Q2 2023, an estimated $22.9K.
  • TCI Wealth Advisors first reported a position in Workday in Q1 2015 and held it in 25 quarters.
  • TCI Wealth Advisors's Workday position peaked at $40.3K in Q4 2022.
  • 897 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.