Blue Bell Private Wealth Management’s Western Digital WDC Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-165	Closed	-$3.94K	–	708
2022 Q4	$3.94K	Hold	165	–	–	﹤0.01%	492
2022 Q3	$4K	Hold	165	–	–	﹤0.01%	530
2022 Q2	$6K	Hold	165	–	–	﹤0.01%	486
2022 Q1	$6K	Hold	165	–	–	﹤0.01%	536
2021 Q4	$8K	Buy	+165	New	+$7.17K	﹤0.01%	453

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Bell Private Wealth Management's WDC Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Western Digital (WDC) in Q1 2023, closing a stake of 165 shares — an estimated $3.94K sold.

Blue Bell Private Wealth Management first reported a position in WDC in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 536 funds tracked by Wall St. Rank hold WDC as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Western Digital position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 165 Western Digital shares in Q1 2023, an estimated $3.94K.
Blue Bell Private Wealth Management first reported a position in Western Digital in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's Western Digital position peaked at $8K in Q4 2021.
536 funds tracked by Wall St. Rank held Western Digital as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.