Analyst IMS Investment Management Services’s Western Digital WDC Stock Holding History

Analyst IMS Investment Management Services’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	-21,234	Closed	-$906K	–	108
2021 Q3	$906K	Sell	21,234 -2,382	-10%	-$113K	0.11%	69
2021 Q2	$1.27M	Sell	23,616 -2,646	-10%	-$143K	0.15%	63
2021 Q1	$1.32M	Sell	26,262 -2,579	-9%	-$121K	0.18%	55
2020 Q4	$1.21M	Sell	28,841 -2,117	-7%	-$70.3K	0.2%	53
2020 Q3	$855K	Buy	30,958 +19,051	+160%	+$566K	0.17%	57
2020 Q2	$397K	Buy	+11,907	New	+$386K	0.09%	80

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Analyst IMS Investment Management Services's WDC Position: Q4 2021 in Review

Analyst IMS Investment Management Services sold out of Western Digital (WDC) in Q4 2021, closing a stake of 21,234 shares — an estimated $906K sold.

Analyst IMS Investment Management Services first reported a position in WDC in Q2 2020 and held it in 6 quarters. The position peaked at $1.32M in Q1 2021. 694 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

Analyst IMS Investment Management Services reported no remaining Western Digital position as of Q4 2021 after selling out during the quarter.
Analyst IMS Investment Management Services sold 21,234 Western Digital shares in Q4 2021, an estimated $906K.
Analyst IMS Investment Management Services first reported a position in Western Digital in Q2 2020 and held it in 6 quarters.
Analyst IMS Investment Management Services's Western Digital position peaked at $1.32M in Q1 2021.
694 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2021, filed 10 Feb 2022.