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Beirne Wealth Consulting Services’s Western Digital WDC Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q4 		– Sell
-9,383
Closed -$423K – 129
2019
Q3 		$423K Sell
9,383
-285
-3% -$12.2K 0.35% 73
2019
Q2 		$351K Sell
9,668
-321
-3% -$11K 0.31% 86
2019
Q1 		$367K Buy
9,989
+481
+5% +$16.5K 0.29% 115
2018
Q4 		$269K Buy
+9,508
New +$337K 0.23% 134

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beirne Wealth Consulting Services's WDC Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Western Digital (WDC) in Q4 2019, closing a stake of 9,383 shares — an estimated $423K sold.

Beirne Wealth Consulting Services first reported a position in WDC in Q4 2018 and held it in 4 quarters. The position peaked at $423K in Q3 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 9,383 Western Digital shares in Q4 2019, an estimated $423K.
  • Beirne Wealth Consulting Services first reported a position in Western Digital in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's Western Digital position peaked at $423K in Q3 2019.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.