ACG Wealth’s Western Digital WDC Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-5	Closed	–	–	1011
2022 Q2	$0	Buy	+5	New	+$201	﹤0.01%	1092
2018 Q3	–	Sell	-3,784	Closed	-$221K	–	327
2018 Q2	$221K	Buy	3,784 +576	+18%	+$36.6K	0.03%	261
2018 Q1	$224K	Buy	+3,208	New	+$216K	0.03%	271

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

ACG Wealth's WDC Position: Q3 2022 in Review

ACG Wealth sold out of Western Digital (WDC) in Q3 2022, closing a stake of 5 shares.

ACG Wealth first reported a position in WDC in Q1 2018 and held it in 3 quarters. The position peaked at $224K in Q1 2018. 577 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

ACG Wealth reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 5 Western Digital shares in Q3 2022.
ACG Wealth first reported a position in Western Digital in Q1 2018 and held it in 3 quarters.
ACG Wealth's Western Digital position peaked at $224K in Q1 2018.
577 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.