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Apriem Advisors’s Western Digital WDC Stock Holding History

Apriem 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
2022
Q1 		– Sell
-5,350
Closed -$264K – 157
2021
Q4 		$264K Hold
5,350
– – 0.04% 124
2021
Q3 		$228K Sell
5,350
-238
-4% -$11.3K 0.03% 136
2021
Q2 		$301K Buy
5,588
+39
+0.7% +$2.11K 0.04% 119
2021
Q1 		$280K Buy
5,549
+470
+9% +$22K 0.04% 120
2020
Q4 		$213K Buy
+5,079
New +$169K 0.04% 122
2018
Q4 		– Sell
-6,317
Closed -$280K – 145
2018
Q3 		$280K Sell
6,317
-47,147
-88% -$2.39M 0.06% 112
2018
Q2 		$3.13M Sell
53,464
-203
-0.4% -$12.9K 0.7% 30
2018
Q1 		$3.74M Sell
53,667
-16,882
-24% -$1.14M 0.91% 33
2017
Q4 		$4.24M Sell
70,549
-3,224
-4% -$208K 1.05% 29
2017
Q3 		$4.82M Sell
73,773
-29,401
-28% -$1.95M 1.2% 22
2017
Q2 		$6.91M Sell
103,174
-34,582
-25% -$2.3M 1.83% 15
2017
Q1 		$8.59M Buy
137,756
+9,962
+8% +$572K 2.33% 10
2016
Q4 		$6.56M Sell
127,794
-2,611
-2% -$120K 1.95% 13
2016
Q3 		$5.76M Buy
130,405
+108,643
+499% +$4.09M 1.72% 17
2016
Q2 		$777K Buy
21,762
+21,100
+3,187% +$695K 0.25% 59
2016
Q1 		$24K Buy
+662
New +$23.7K 0.01% 284

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Apriem Advisors's WDC Position: Q1 2022 in Review

Apriem Advisors sold out of Western Digital (WDC) in Q1 2022, closing a stake of 5,350 shares — an estimated $264K sold.

Apriem Advisors first reported a position in WDC in Q1 2016 and held it in 16 quarters. The position peaked at $8.59M in Q1 2017. 647 funds tracked by Wall St. Rank hold WDC as of Q1 2022.

  • Apriem Advisors reported no remaining Western Digital position as of Q1 2022 after selling out during the quarter.
  • Apriem Advisors sold 5,350 Western Digital shares in Q1 2022, an estimated $264K.
  • Apriem Advisors first reported a position in Western Digital in Q1 2016 and held it in 16 quarters.
  • Apriem Advisors's Western Digital position peaked at $8.59M in Q1 2017.
  • 647 funds tracked by Wall St. Rank held Western Digital as of Q1 2022.

Based on Apriem Advisors's 13F filing for Q1 2022, filed 10 May 2022.