WIA
WDAY icon

Wetzel Investment Advisors’s Workday WDAY Stock Holding History

Wetzel Investment Advisors’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
-76
Closed -$20.7K – 887
2024
Q2 		$20.7K Hold
76
– – 0.01% 341
2024
Q1 		$19.4K Hold
76
– – 0.01% 381
2023
Q4 		$21K Buy
+76
New +$18.1K 0.01% 373

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Wetzel Investment Advisors's WDAY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Workday (WDAY) in Q3 2024, closing a stake of 76 shares — an estimated $20.7K sold.

Wetzel Investment Advisors first reported a position in WDAY in Q4 2023 and held it in 3 quarters. The position peaked at $21K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold WDAY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Workday position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 76 Workday shares in Q3 2024, an estimated $20.7K.
  • Wetzel Investment Advisors first reported a position in Workday in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Workday position peaked at $21K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held Workday as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.