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Annapolis Financial Services’s Western Digital WDC Stock Holding History

Annapolis Financial 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
2022
Q4 		– Sell
-265
Closed -$7K – 536
2022
Q3 		$7K Hold
265
– – ﹤0.01% 375
2022
Q2 		$9K Hold
265
– – ﹤0.01% 304
2022
Q1 		$10K Hold
265
– – ﹤0.01% 303
2021
Q4 		$13K Buy
+265
New +$11.5K ﹤0.01% 298

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Annapolis Financial Services's WDC Position: Q4 2022 in Review

Annapolis Financial Services sold out of Western Digital (WDC) in Q4 2022, closing a stake of 265 shares — an estimated $7K sold.

Annapolis Financial Services first reported a position in WDC in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 525 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

  • Annapolis Financial Services reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 265 Western Digital shares in Q4 2022, an estimated $7K.
  • Annapolis Financial Services first reported a position in Western Digital in Q4 2021 and held it in 4 quarters.
  • Annapolis Financial Services's Western Digital position peaked at $13K in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.