Berman Capital Advisors’s Western Digital WDC Stock Holding History

Berman Capital 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
2021 Q3	$39K	Sell	934 -425	-31%	-$20.2K	0.01%	777
2021 Q2	$72K	Buy	1,359 +376	+38%	+$20.3K	0.01%	460
2021 Q1	$48K	Buy	983 +441	+81%	+$20.6K	0.01%	497
2020 Q4	$22K	Buy	542 +235	+77%	+$7.8K	0.01%	648
2020 Q3	$7K	Sell	307 -243	-44%	-$7.22K	﹤0.01%	943
2020 Q2	$18K	Sell	550 -182	-25%	-$5.9K	﹤0.01%	582
2020 Q1	$21K	Buy	732 +208	+40%	+$9.21K	0.01%	485
2019 Q4	$25K	Hold	524	–	–	0.01%	475
2019 Q3	$23K	Buy	524 +240	+85%	+$10.2K	0.01%	477
2019 Q2	$10K	Sell	284 -183	-39%	-$6.27K	﹤0.01%	746
2019 Q1	$16K	Buy	467 +393	+531%	+$13.5K	0.01%	515
2018 Q4	$1K	Buy	+74	New	+$2.62K	﹤0.01%	1077

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Berman Capital Advisors's WDC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Western Digital (WDC) stake by 31% in Q3 2021, selling an estimated $20.2K and leaving 934 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #777.

Berman Capital Advisors first reported a position in WDC in Q4 2018 and has held it in 12 quarters since. The position peaked at $72K in Q2 2021. 631 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

Berman Capital Advisors held 934 shares of Western Digital worth $39K as of Q3 2021.
Berman Capital Advisors sold 425 Western Digital shares in Q3 2021, an estimated $20.2K.
Western Digital made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #777 holding.
Berman Capital Advisors first reported a position in Western Digital in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Western Digital position peaked at $72K in Q2 2021.
631 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.