AXS Investments’s Western Digital WDC Stock Holding History

AXS 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
2024 Q2	–	Sell	-5,775	Closed	-$298K	–	314
2024 Q1	$298K	Sell	5,775 -1,032	-15%	-$45.2K	0.07%	247
2023 Q4	$269K	Sell	6,807 -1,144	-14%	-$40K	0.06%	267
2023 Q3	$274K	Sell	7,951 -3,546	-31%	-$112K	0.07%	239
2023 Q2	$330K	Buy	11,497 +4,141	+56%	+$115K	0.09%	236
2023 Q1	$209K	Sell	7,356 -1,914	-21%	-$56.1K	0.07%	210
2022 Q4	$221K	Buy	+9,270	New	+$245K	0.08%	191
2022 Q2	–	Sell	-5,993	Closed	-$225K	–	229
2022 Q1	$225K	Sell	5,993 -3,625	-38%	-$149K	0.09%	127
2021 Q4	$474K	Buy	+9,618	New	+$418K	0.11%	115
2021 Q3	–	Sell	-5,960	Closed	-$321K	–	218
2021 Q2	$321K	Sell	5,960 -5,735	-49%	-$310K	0.1%	137
2021 Q1	$590K	Buy	+11,695	New	+$547K	0.21%	98

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AXS Investments's WDC Position: Q2 2024 in Review

AXS Investments sold out of Western Digital (WDC) in Q2 2024, closing a stake of 5,775 shares — an estimated $298K sold.

AXS Investments first reported a position in WDC in Q1 2021 and held it in 10 quarters. The position peaked at $590K in Q1 2021. 757 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

AXS Investments reported no remaining Western Digital position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 5,775 Western Digital shares in Q2 2024, an estimated $298K.
AXS Investments first reported a position in Western Digital in Q1 2021 and held it in 10 quarters.
AXS Investments's Western Digital position peaked at $590K in Q1 2021.
757 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.