Baystate Wealth Management’s Western Digital WDC Stock Holding History

Baystate 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
2023 Q4	$2.09K	Hold	52	–	–	﹤0.01%	1052
2023 Q3	$1.82K	Hold	52	–	–	﹤0.01%	817
2023 Q2	$1.51K	Hold	52	–	–	﹤0.01%	890
2023 Q1	$1.5K	Hold	52	–	–	﹤0.01%	882
2022 Q4	$1K	Hold	52	–	–	﹤0.01%	925
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	869
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	795
2022 Q1	$2K	Hold	52	–	–	﹤0.01%	786
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	732
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	713
2021 Q2	$3K	Hold	52	–	–	﹤0.01%	634
2021 Q1	$3K	Hold	52	–	–	﹤0.01%	574
2020 Q4	$2K	Sell	52 -1	-2%	-$33	﹤0.01%	591
2020 Q3	$1K	Buy	53 +1	+2%	+$30	﹤0.01%	620
2020 Q2	$2K	Hold	52	–	–	﹤0.01%	568
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	520
2019 Q4	$2K	Hold	52	–	–	﹤0.01%	546
2019 Q3	$2K	Buy	52 +2	+4%	+$85	﹤0.01%	498
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	513
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	524
2018 Q4	$1K	Buy	50 +1	+2%	+$35	﹤0.01%	645
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	540
2018 Q2	$3K	Hold	49	–	–	﹤0.01%	517
2018 Q1	$3K	Hold	49	–	–	﹤0.01%	478
2017 Q4	$3K	Sell	49 -77	-61%	-$4.96K	﹤0.01%	483
2017 Q3	$8K	Buy	126 +16	+15%	+$1.06K	﹤0.01%	371
2017 Q2	$8K	Buy	110 +2	+2%	+$133	﹤0.01%	376
2017 Q1	$7K	Buy	108 +50	+86%	+$2.87K	﹤0.01%	369
2016 Q4	$3K	Buy	+58	New	+$2.67K	﹤0.01%	395

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baystate Wealth Management's WDC Position: Q4 2023 in Review

Baystate Wealth Management held its Western Digital (WDC) position steady in Q4 2023 at 52 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Baystate Wealth Management first reported a position in WDC in Q4 2016 and has held it in 29 quarters since. The position peaked at $8K in Q3 2017. 607 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

Baystate Wealth Management held 52 shares of Western Digital worth $2.09K as of Q4 2023.
Baystate Wealth Management left its Western Digital share count unchanged in Q4 2023.
Western Digital made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1052 holding.
Baystate Wealth Management first reported a position in Western Digital in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's Western Digital position peaked at $8K in Q3 2017.
607 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.