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Trivium Point Advisory’s Workday WDAY Stock Holding History

Trivium Point Advisory’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
Q2 		– Sell
-843
Closed -$230K – 308
2024
Q1 		$230K Buy
843
+22
+3% +$6.26K 0.05% 204
2023
Q4 		$227K Buy
+821
New +$195K 0.06% 185
2022
Q2 		– Sell
-1,026
Closed -$236K – 239
2022
Q1 		$236K Buy
1,026
+104
+11% +$24.8K 0.05% 205
2021
Q4 		$252K Sell
922
-2
-0.2% -$555 0.05% 209
2021
Q3 		$238K Buy
+924
New +$229K 0.06% 202

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Trivium Point Advisory's WDAY Position: Q2 2024 in Review

Trivium Point Advisory sold out of Workday (WDAY) in Q2 2024, closing a stake of 843 shares — an estimated $230K sold.

Trivium Point Advisory first reported a position in WDAY in Q3 2021 and held it in 5 quarters. The position peaked at $252K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

  • Trivium Point Advisory reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
  • Trivium Point Advisory sold 843 Workday shares in Q2 2024, an estimated $230K.
  • Trivium Point Advisory first reported a position in Workday in Q3 2021 and held it in 5 quarters.
  • Trivium Point Advisory's Workday position peaked at $252K in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Trivium Point Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.