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B. Riley Wealth Management’s Western Digital WDC Stock Holding History

B. Riley Wealth Management’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
-4,324
Closed -$213K – 713
2021
Q4 		$213K Buy
+4,324
New +$188K 0.01% 568
2014
Q4 		– Sell
-529
Closed -$38K – 1104
2014
Q3 		$38K Hold
529
– – 0.03% 468
2014
Q2 		$36K Hold
529
– – 0.02% 537
2014
Q1 		$37K Buy
+529
New +$34.5K 0.03% 506

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

B. Riley Wealth Management's WDC Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Western Digital (WDC) in Q1 2022, closing a stake of 4,324 shares — an estimated $213K sold.

B. Riley Wealth Management first reported a position in WDC in Q1 2014 and held it in 4 quarters. The position peaked at $213K in Q4 2021. 646 funds tracked by Wall St. Rank hold WDC as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Western Digital position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,324 Western Digital shares in Q1 2022, an estimated $213K.
  • B. Riley Wealth Management first reported a position in Western Digital in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Western Digital position peaked at $213K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Western Digital as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.