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Alera Investment Advisors’s Western Digital WDC Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-194
Closed -$7K – 1006
2019
Q1 		$7K Buy
194
+111
+134% +$3.8K ﹤0.01% 565
2018
Q4 		$2K Buy
+83
New +$2.94K ﹤0.01% 803

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's WDC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Western Digital (WDC) in Q2 2019, closing a stake of 194 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in WDC in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 194 Western Digital shares in Q2 2019, an estimated $7K.
  • Alera Investment Advisors first reported a position in Western Digital in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Western Digital position peaked at $7K in Q1 2019.
  • 641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.