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WR Wealth Planners’s Workday WDAY Stock Holding History

WR Wealth Planners’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
Q4 		$27.1K Buy
105
+3
+3% +$766 0.01% 413
2024
Q3 		$24.9K Buy
102
+3
+3% +$709 0.01% 445
2024
Q2 		$22.1K Buy
99
+4
+4% +$963 0.01% 431
2024
Q1 		$25.9K Buy
+95
New +$27K 0.01% 414
2023
Q4 		– Sell
-87
Closed -$18.7K – 857
2023
Q3 		$18.7K Hold
87
– – 0.01% 439
2023
Q2 		$19.7K Hold
87
– – 0.01% 440
2023
Q1 		$18K Hold
87
– – 0.01% 446
2022
Q4 		$14.6K Buy
+87
New +$13.6K 0.01% 235

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's WDAY Position: Q4 2024 in Review

WR Wealth Planners increased its Workday (WDAY) stake by 2.9% in Q4 2024, buying an estimated $766 and bringing the position to 105 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #413.

WR Wealth Planners first reported a position in WDAY in Q4 2022 and has held it in 8 quarters since. 1,132 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

  • WR Wealth Planners held 105 shares of Workday worth $27.1K as of Q4 2024.
  • WR Wealth Planners bought 3 Workday shares in Q4 2024, an estimated $766.
  • Workday made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #413 holding.
  • WR Wealth Planners first reported a position in Workday in Q4 2022 and has held it in 8 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.