WWC
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Waypoint Wealth Counsel’s Workday WDAY Stock Holding History

Waypoint Wealth Counsel’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
-1,209
Closed -$330K – 98
2024
Q1 		$330K Sell
1,209
-294
-20% -$83.7K 0.25% 67
2023
Q4 		$415K Buy
1,503
+348
+30% +$82.9K 0.35% 52
2023
Q3 		$248K Buy
1,155
+269
+30% +$62.4K 0.23% 73
2023
Q2 		$200K Sell
886
-216
-20% -$43.3K 0.18% 84
2023
Q1 		$228K Sell
1,102
-2,214
-67% -$403K 0.18% 81
2022
Q4 		$555K Buy
+3,316
New +$517K 0.45% 47

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 $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's WDAY Position: Q2 2024 in Review

Waypoint Wealth Counsel sold out of Workday (WDAY) in Q2 2024, closing a stake of 1,209 shares — an estimated $330K sold.

Waypoint Wealth Counsel first reported a position in WDAY in Q4 2022 and held it in 6 quarters. The position peaked at $555K in Q4 2022. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

  • Waypoint Wealth Counsel reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,209 Workday shares in Q2 2024, an estimated $330K.
  • Waypoint Wealth Counsel first reported a position in Workday in Q4 2022 and held it in 6 quarters.
  • Waypoint Wealth Counsel's Workday position peaked at $555K in Q4 2022.
  • 1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2024, filed 19 Jul 2024.