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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DnB Asset Management

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

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return