Advisor Partners’s Western Digital WDC Stock Holding History

Advisor Partners’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 Q2	$273K	Buy	8,049 +1,475	+22%	+$59.2K	0.02%	677
2022 Q1	$247K	Sell	6,574 -1,093	-14%	-$44.9K	0.02%	739
2021 Q4	$378K	Sell	7,667 -794	-9%	-$34.5K	0.02%	598
2021 Q3	$361K	Sell	8,461 -849	-9%	-$40.3K	0.02%	577
2021 Q2	$501K	Buy	9,310 +557	+6%	+$30.1K	0.03%	504
2021 Q1	$442K	Buy	8,753 +1,278	+17%	+$59.8K	0.03%	513
2020 Q4	$313K	Buy	+7,475	New	+$248K	0.02%	576
2020 Q1	–	Sell	-10,421	Closed	-$525K	–	703
2019 Q4	$525K	Sell	10,421 -780	-7%	-$32.5K	0.05%	335
2019 Q3	$505K	Buy	11,201 +2,854	+34%	+$122K	0.06%	332
2019 Q2	$300K	Sell	8,347 -1,253	-13%	-$42.9K	0.04%	458
2019 Q1	$349K	Buy	+9,600	New	+$329K	0.04%	393
2018 Q4	–	Sell	-8,218	Closed	-$364K	–	665
2018 Q3	$364K	Sell	8,218 -1,411	-15%	-$71.5K	0.05%	390
2018 Q2	$563K	Sell	9,629 -87	-0.9%	-$5.54K	0.1%	252
2018 Q1	$678K	Sell	9,716 -187	-2%	-$12.6K	0.13%	192
2017 Q4	$641K	Sell	9,903 -103	-1%	-$6.63K	0.11%	207
2017 Q3	$653K	Sell	10,006 -255	-2%	-$16.9K	0.13%	173
2017 Q2	$687K	Buy	10,261 +565	+6%	+$37.5K	0.16%	158
2017 Q1	$605K	Buy	9,696 +898	+10%	+$51.6K	0.16%	150
2016 Q4	$452K	Buy	8,798 +1,271	+17%	+$58.6K	0.14%	180
2016 Q3	$333K	Sell	7,527 -121	-2%	-$4.56K	0.11%	223
2016 Q2	$273K	Buy	7,648 +1,149	+18%	+$37.8K	0.1%	250
2016 Q1	$232K	Buy	6,499 +1,292	+25%	+$46.2K	0.09%	283
2015 Q4	$236K	Buy	5,207 +1,083	+26%	+$55.3K	0.08%	268
2015 Q3	$248K	Sell	4,124 -1,913	-32%	-$115K	0.1%	234
2015 Q2	$415K	Hold	6,037	–	–	0.16%	180
2015 Q1	$415K	Buy	6,037 +2,247	+59%	+$176K	0.18%	171
2014 Q4	$317K	Buy	3,790 +174	+5%	+$13.1K	0.14%	193
2014 Q3	$266K	Buy	+3,616	New	+$272K	0.15%	172

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

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

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Partners's WDC Position: Q2 2022 in Review

Advisor Partners increased its Western Digital (WDC) stake by 22% in Q2 2022, buying an estimated $59.2K and bringing the position to 8,049 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #677.

Advisor Partners first reported a position in WDC in Q3 2014 and has held it in 28 quarters since. The position peaked at $687K in Q2 2017. 630 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

Advisor Partners held 8,049 shares of Western Digital worth $273K as of Q2 2022.
Advisor Partners bought 1,475 Western Digital shares in Q2 2022, an estimated $59.2K.
Western Digital made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #677 holding.
Advisor Partners first reported a position in Western Digital in Q3 2014 and has held it in 28 quarters since.
Advisor Partners's Western Digital position peaked at $687K in Q2 2017.
630 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.