Accel Wealth Management’s Western Digital WDC Stock Holding History

Accel Wealth Management’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-37	Closed	-$1.05K	–	871
2023 Q1	$1.05K	Hold	37	–	–	﹤0.01%	1163
2022 Q4	$883	Hold	37	–	–	﹤0.01%	978
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	1032
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	990
2022 Q1	$1K	Sell	37 -87	-70%	-$3.57K	﹤0.01%	924
2021 Q4	$6K	Buy	124 +87	+235%	+$3.78K	﹤0.01%	802
2021 Q3	$2K	Sell	37 -87	-70%	-$4.13K	﹤0.01%	797
2021 Q2	$7K	Buy	124 +1	+0.8%	+$54	﹤0.01%	753
2021 Q1	$6K	Hold	123	–	–	﹤0.01%	734
2020 Q4	$5K	Buy	+123	New	+$4.08K	﹤0.01%	717

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accel Wealth Management's WDC Position: Q2 2023 in Review

Accel Wealth Management sold out of Western Digital (WDC) in Q2 2023, closing a stake of 37 shares — an estimated $1.05K sold.

Accel Wealth Management first reported a position in WDC in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q2 2021. 536 funds tracked by Wall St. Rank hold WDC as of Q2 2023.

Accel Wealth Management reported no remaining Western Digital position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 37 Western Digital shares in Q2 2023, an estimated $1.05K.
Accel Wealth Management first reported a position in Western Digital in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Western Digital position peaked at $7K in Q2 2021.
536 funds tracked by Wall St. Rank held Western Digital as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.