Wealthquest’s Workday WDAY Stock Holding History

Wealthquest’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 Q4	–	Sell	-14,936	Closed	-$3.21M	–	138
2023 Q3	$3.21M	Buy	+14,936	New	+$3.46M	0.39%	29

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wealthquest's WDAY Position: Q4 2023 in Review

Wealthquest sold out of Workday (WDAY) in Q4 2023, closing a stake of 14,936 shares — an estimated $3.21M sold.

Wealthquest first reported a position in WDAY in Q3 2023 and held it in 1 quarter. The position peaked at $3.21M in Q3 2023. 1,051 funds tracked by Wall St. Rank hold WDAY as of Q4 2023.

Wealthquest reported no remaining Workday position as of Q4 2023 after selling out during the quarter.
Wealthquest sold 14,936 Workday shares in Q4 2023, an estimated $3.21M.
Wealthquest first reported a position in Workday in Q3 2023 and held it in 1 quarter.
Wealthquest's Workday position peaked at $3.21M in Q3 2023.
1,051 funds tracked by Wall St. Rank held Workday as of Q4 2023.

Based on Wealthquest's 13F filing for Q4 2023, filed 16 Feb 2024.