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Alpha Cubed Investments’s Western Digital WDC Stock Holding History

Alpha Cubed Investments’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
2021
Q4 		– Sell
-7,237
Closed -$309K – 285
2021
Q3 		$309K Buy
+7,237
New +$344K 0.02% 210
2021
Q1 		– Sell
-6,903
Closed -$289K – 282
2020
Q4 		$289K Sell
6,903
-860
-11% -$28.6K 0.02% 205
2020
Q3 		$214K Sell
7,763
-277
-3% -$8.23K 0.02% 204
2020
Q2 		$268K Sell
8,040
-163
-2% -$5.28K 0.03% 175
2020
Q1 		$258K Buy
8,203
+265
+3% +$11.7K 0.03% 174
2019
Q4 		$381K Sell
7,938
-1,647
-17% -$68.7K 0.04% 168
2019
Q3 		$432K Buy
+9,585
New +$409K 0.05% 150
2019
Q1 		– Sell
-9,748
Closed -$272K – 258
2018
Q4 		$272K Sell
9,748
-5,861
-38% -$208K 0.04% 161
2018
Q3 		$667K Sell
15,609
-331,136
-95% -$16.8M 0.08% 133
2018
Q2 		$20.3M Sell
346,745
-14,168
-4% -$901K 2.61% 4
2018
Q1 		$25.2M Buy
360,913
+9,791
+3% +$659K 3.29% 3
2017
Q4 		$21.1M Buy
351,122
+18,065
+5% +$1.16M 2.76% 4
2017
Q3 		$21.8M Buy
333,057
+2,762
+0.8% +$183K 3.27% 3
2017
Q2 		$22.1M Buy
330,295
+23,579
+8% +$1.57M 3.8% 2
2017
Q1 		$19.1M Buy
306,716
+29,342
+11% +$1.69M 3.91% 2
2016
Q4 		$14.2M Buy
277,374
+33,574
+14% +$1.55M 3.42% 2
2016
Q3 		$10.8M Buy
243,800
+35,843
+17% +$1.35M 2.89% 4
2016
Q2 		$7.43M Buy
+207,957
New +$6.85M 2.56% 12

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Alpha Cubed Investments's WDC Position: Q4 2021 in Review

Alpha Cubed Investments sold out of Western Digital (WDC) in Q4 2021, closing a stake of 7,237 shares — an estimated $309K sold.

Alpha Cubed Investments first reported a position in WDC in Q2 2016 and held it in 18 quarters. The position peaked at $25.2M in Q1 2018. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

  • Alpha Cubed Investments reported no remaining Western Digital position as of Q4 2021 after selling out during the quarter.
  • Alpha Cubed Investments sold 7,237 Western Digital shares in Q4 2021, an estimated $309K.
  • Alpha Cubed Investments first reported a position in Western Digital in Q2 2016 and held it in 18 quarters.
  • Alpha Cubed Investments's Western Digital position peaked at $25.2M in Q1 2018.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Alpha Cubed Investments's 13F filing for Q4 2021, filed 19 Jan 2022.