CWM
WDC icon

C2C Wealth Management’s Western Digital WDC Stock Holding History

C2C 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
2022
Q2 		– Sell
-6,350
Closed -$242K – 211
2022
Q1 		$242K Hold
6,350
– – 0.04% 177
2021
Q4 		$313K Buy
+6,350
New +$276K 0.05% 169

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

C2C Wealth Management's WDC Position: Q2 2022 in Review

C2C Wealth Management sold out of Western Digital (WDC) in Q2 2022, closing a stake of 6,350 shares — an estimated $242K sold.

C2C Wealth Management first reported a position in WDC in Q4 2021 and held it in 2 quarters. The position peaked at $313K in Q4 2021. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

  • C2C Wealth Management reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
  • C2C Wealth Management sold 6,350 Western Digital shares in Q2 2022, an estimated $242K.
  • C2C Wealth Management first reported a position in Western Digital in Q4 2021 and held it in 2 quarters.
  • C2C Wealth Management's Western Digital position peaked at $313K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on C2C Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.