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Acorn Wealth Advisors’s Western Digital WDC Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-163
Closed -$10K – 788
2018
Q1 		$10K Hold
163
– – 0.01% 509
2017
Q4 		$10K Buy
+163
New +$10.5K 0.01% 497

Other funds holding WDC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's WDC Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Western Digital (WDC) in Q2 2018, closing a stake of 163 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in WDC in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 792 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 163 Western Digital shares in Q2 2018, an estimated $10K.
  • Acorn Wealth Advisors first reported a position in Western Digital in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Western Digital position peaked at $10K in Q1 2018.
  • 792 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.