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Advisor Group’s Western Digital WDC Stock Holding History

Advisor Group’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
2019
Q4 		$1.01M Sell
21,065
-47,900
-69% -$2M 0.01% 1181
2019
Q3 		$3.11M Sell
68,965
-360
-0.5% -$15.4K 0.02% 592
2019
Q2 		$2.49M Buy
69,325
+9,192
+15% +$315K 0.02% 669
2019
Q1 		$2.19M Sell
60,133
-4,924
-8% -$169K 0.02% 682
2018
Q4 		$1.82M Buy
65,057
+37,335
+135% +$1.32M 0.02% 668
2018
Q3 		$1.23M Buy
27,722
+4,591
+20% +$233K 0.01% 865
2018
Q2 		$1.35M Sell
23,131
-654
-3% -$41.6K 0.02% 720
2018
Q1 		$1.66M Buy
23,785
+917
+4% +$61.7K 0.02% 636
2017
Q4 		$1.38M Sell
22,868
-14,226
-38% -$916K 0.02% 720
2017
Q3 		$2.42M Buy
37,094
+706
+2% +$46.8K 0.04% 444
2017
Q2 		$2.44M Buy
36,388
+15,598
+75% +$1.04M 0.04% 419
2017
Q1 		$1.3M Buy
20,790
+10,701
+106% +$615K 0.03% 601
2016
Q4 		$518K Sell
10,089
-858
-8% -$39.6K 0.01% 995
2016
Q3 		$485K Sell
10,947
-3,635
-25% -$137K 0.01% 991
2016
Q2 		$517K Buy
+14,582
New +$480K 0.01% 906

Other funds holding WDC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's WDC Position: Q4 2019 in Review

Advisor Group reduced its Western Digital (WDC) stake by 69% in Q4 2019, selling an estimated $2M and leaving 21,065 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1181.

Advisor Group first reported a position in WDC in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.11M in Q3 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Advisor Group held 21,065 shares of Western Digital worth $1.01M as of Q4 2019.
  • Advisor Group sold 47,900 Western Digital shares in Q4 2019, an estimated $2M.
  • Western Digital made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1181 holding.
  • Advisor Group first reported a position in Western Digital in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Western Digital position peaked at $3.11M in Q3 2019.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.