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Triad Wealth Partners’s Workday WDAY Stock Holding History

Triad Wealth Partners’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
-16
Closed -$3.58K – 932
2024
Q2 		$3.58K Buy
+16
New +$3.85K ﹤0.01% 643

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

Triad Wealth Partners's WDAY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Workday (WDAY) in Q3 2024, closing a stake of 16 shares — an estimated $3.58K sold.

Triad Wealth Partners first reported a position in WDAY in Q2 2024 and held it in 1 quarter. The position peaked at $3.58K in Q2 2024. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 16 Workday shares in Q3 2024, an estimated $3.58K.
  • Triad Wealth Partners first reported a position in Workday in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Workday position peaked at $3.58K in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.