Tradition Wealth Management’s Workday WDAY Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-22	Closed	-$6K	–	1183
2023 Q4	$6K	Sell	22 -6	-21%	-$1.43K	﹤0.01%	1126
2023 Q3	$6K	Hold	28	–	–	﹤0.01%	1148
2023 Q2	$6K	Buy	28 +6	+27%	+$1.2K	﹤0.01%	1179
2023 Q1	$5K	Hold	22	–	–	﹤0.01%	1171
2022 Q4	$4K	Buy	22 +2	+10%	+$312	﹤0.01%	1098
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	1171
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	1064
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	1051
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	1064
2021 Q3	$5K	Sell	20 -905	-98%	-$224K	﹤0.01%	1047
2021 Q2	$221K	Buy	+925	New	+$222K	0.03%	270
2021 Q1	–	Sell	-20	Closed	-$5K	–	1052
2020 Q4	$5K	Buy	+20	New	+$4.49K	﹤0.01%	854

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Tradition Wealth Management's WDAY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Workday (WDAY) in Q1 2024, closing a stake of 22 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in WDAY in Q4 2020 and held it in 12 quarters. The position peaked at $221K in Q2 2021. 1,070 funds tracked by Wall St. Rank hold WDAY as of Q1 2024.

Tradition Wealth Management reported no remaining Workday position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 22 Workday shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Workday in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Workday position peaked at $221K in Q2 2021.
1,070 funds tracked by Wall St. Rank held Workday as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.