Aevitas Wealth Management’s Western Digital WDC Stock Holding History

Aevitas 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
2019 Q2	–	Sell	-126	Closed	-$4K	–	353
2019 Q1	$4K	Hold	126	–	–	﹤0.01%	341
2018 Q4	$4K	Hold	126	–	–	﹤0.01%	353
2018 Q3	$6K	Hold	126	–	–	0.01%	385
2018 Q2	$7K	Hold	126	–	–	0.01%	356
2018 Q1	$9K	Hold	126	–	–	0.01%	338
2017 Q4	$8K	Buy	+126	New	+$8.11K	0.01%	344

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's WDC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Western Digital (WDC) in Q2 2019, closing a stake of 126 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in WDC in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2018. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

Aevitas Wealth Management reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 126 Western Digital shares in Q2 2019, an estimated $4K.
Aevitas Wealth Management first reported a position in Western Digital in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Western Digital position peaked at $9K in Q1 2018.
641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.