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CAGAS
Capital Advisory Group Advisory Services’s
Western Digital
WDC
Stock Holding History
Capital Advisory Group Advisory Services’s Portfolio
WDC Stock Details
WDC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-209
Closed
-$8K
–
488
2022
Q1
$8K
Buy
+209
New
+$8.58K
﹤0.01%
394
2021
Q4
–
Sell
-209
Closed
-$9K
–
514
2021
Q3
$9K
Hold
209
–
–
﹤0.01%
406
2021
Q2
$11K
Hold
209
–
–
﹤0.01%
390
2021
Q1
$11K
Hold
209
–
–
﹤0.01%
377
2020
Q4
$9K
Sell
209
-3
-1%
-$100
﹤0.01%
381
2020
Q3
$6K
Buy
212
+3
+1%
+$89
﹤0.01%
368
2020
Q2
$7K
Hold
209
–
–
﹤0.01%
345
2020
Q1
$6K
Buy
+209
New
+$9.26K
0.01%
298
2019
Q4
–
Sell
-490
Closed
-$22K
–
419
2019
Q3
$22K
Hold
490
–
–
0.01%
202
2019
Q2
$17K
Hold
490
–
–
0.01%
233
2019
Q1
$17K
Buy
490
+243
+98%
+$8.32K
0.01%
228
2018
Q4
$7K
Hold
247
–
–
0.01%
278
2018
Q3
$11K
Hold
247
–
–
0.01%
241
2018
Q2
$15K
Hold
247
–
–
0.01%
209
2018
Q1
$18K
Buy
+247
New
+$16.6K
0.01%
192
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1-Year Est. Return
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$129B AUM
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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