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Bourgeon Capital Management’s Western Digital WDC Stock Holding History

Bourgeon Capital 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
2022
Q4 		– Sell
-46
Closed -$1K – 471
2022
Q3 		$1K Buy
+46
New +$1.53K ﹤0.01% 360
2020
Q4 		– Sell
-25
Closed -$1K – 327
2020
Q3 		$1K Buy
+25
New +$743 ﹤0.01% 294

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bourgeon Capital Management's WDC Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Western Digital (WDC) in Q4 2022, closing a stake of 46 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in WDC in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 526 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 46 Western Digital shares in Q4 2022, an estimated $1K.
  • Bourgeon Capital Management first reported a position in Western Digital in Q3 2020 and held it in 2 quarters.
  • Bourgeon Capital Management's Western Digital position peaked at $1K in Q3 2022.
  • 526 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.