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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-209	Closed	-$8K	–	486
2022 Q1	$8K	Buy	+209	New	+$8.58K	﹤0.01%	394
2021 Q4	–	Sell	-209	Closed	-$9K	–	513
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	–	418
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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Advisory Group Advisory Services's WDC Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Western Digital (WDC) in Q2 2022, closing a stake of 209 shares — an estimated $8K sold.

Capital Advisory Group Advisory Services first reported a position in WDC in Q1 2018 and held it in 15 quarters. The position peaked at $22K in Q3 2019. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 209 Western Digital shares in Q2 2022, an estimated $8K.
Capital Advisory Group Advisory Services first reported a position in Western Digital in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Western Digital position peaked at $22K in Q3 2019.
629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.