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Barry Investment Advisors’s Western Digital WDC Stock Holding History

Barry Investment 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
Q3 		– Sell
-10,026
Closed -$340K – 121
2022
Q2 		$340K Sell
10,026
-10
-0.1% -$402 0.1% 92
2022
Q1 		$377K Hold
10,036
– – 0.1% 96
2021
Q4 		$495K Sell
10,036
-4,341
-30% -$189K 0.13% 81
2021
Q3 		$613K Sell
14,377
-270
-2% -$12.8K 0.17% 65
2021
Q2 		$788K Sell
14,647
-5,509
-27% -$298K 0.21% 57
2021
Q1 		$1.02M Sell
20,156
-6,037
-23% -$282K 0.28% 50
2020
Q4 		$1.1M Hold
26,193
– – 0.32% 38
2020
Q3 		$724K Buy
26,193
+408
+2% +$12.1K 0.25% 40
2020
Q2 		$860K Sell
25,785
-1,192
-4% -$38.6K 0.3% 36
2020
Q1 		$849K Buy
26,977
+25
+0.1% +$1.11K 0.42% 33
2019
Q4 		$1.41M Sell
26,952
-1,602
-6% -$66.8K 0.49% 29
2019
Q3 		$1.29M Buy
28,554
+938
+3% +$40K 0.46% 29
2019
Q2 		$993K Sell
27,616
-1,034
-4% -$35.4K 0.34% 35
2019
Q1 		$1.04M Buy
28,650
+1,628
+6% +$55.7K 0.33% 38
2018
Q4 		$755K Buy
27,022
+18,633
+222% +$660K 0.28% 40
2018
Q3 		$371K Buy
8,389
+1
+0% +$51 0.12% 52
2018
Q2 		$491K Buy
8,388
+27
+0.3% +$1.72K 0.19% 44
2018
Q1 		$583K Buy
8,361
+1
+0% +$67 0.22% 44
2017
Q4 		$503K Sell
8,360
-16
-0.2% -$1.03K 0.19% 47
2017
Q3 		$547K Hold
8,376
– – 0.2% 46
2017
Q2 		$561K Buy
8,376
+34
+0.4% +$2.26K 0.21% 44
2017
Q1 		$520K Buy
+8,342
New +$479K 0.19% 48
2015
Q4 		– Sell
-3,490
Closed -$210K – 74
2015
Q3 		$210K Sell
3,490
-27
-0.8% -$1.62K 0.07% 67
2015
Q2 		$208K Buy
3,517
+2
+0.1% +$143 0.21% 40
2015
Q1 		$242K Buy
+3,515
New +$275K 0.07% 71

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Barry Investment Advisors's WDC Position: Q3 2022 in Review

Barry Investment Advisors sold out of Western Digital (WDC) in Q3 2022, closing a stake of 10,026 shares — an estimated $340K sold.

Barry Investment Advisors first reported a position in WDC in Q1 2015 and held it in 25 quarters. The position peaked at $1.41M in Q4 2019. 577 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

  • Barry Investment Advisors reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 10,026 Western Digital shares in Q3 2022, an estimated $340K.
  • Barry Investment Advisors first reported a position in Western Digital in Q1 2015 and held it in 25 quarters.
  • Barry Investment Advisors's Western Digital position peaked at $1.41M in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on Barry Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.