Capital Asset Advisory Services’s Western Digital WDC Stock Holding History

Capital Asset 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
2021 Q1	–	Sell	-726	Closed	-$30K	–	1498
2020 Q4	$30K	Buy	+726	New	+$24.1K	0.01%	744
2018 Q3	–	Sell	-3,810	Closed	-$223K	–	109
2018 Q2	$223K	Buy	+3,810	New	+$242K	0.2%	95

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's WDC Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Western Digital (WDC) in Q1 2021, closing a stake of 726 shares — an estimated $30K sold.

Capital Asset Advisory Services first reported a position in WDC in Q2 2018 and held it in 2 quarters. The position peaked at $223K in Q2 2018. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

Capital Asset Advisory Services reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 726 Western Digital shares in Q1 2021, an estimated $30K.
Capital Asset Advisory Services first reported a position in Western Digital in Q2 2018 and held it in 2 quarters.
Capital Asset Advisory Services's Western Digital position peaked at $223K in Q2 2018.
669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.