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Capital Directions Investment Advisors’s Western Digital WDC Stock Holding History

Capital Directions Investment Advisors’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
-926
Closed -$39K – 361
2020
Q4 		$39K Hold
926
– – 0.01% 122
2020
Q3 		$26K Hold
926
– – 0.01% 140
2020
Q2 		$31K Hold
926
– – 0.01% 130
2020
Q1 		$29K Buy
+926
New +$41K 0.01% 140

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Directions Investment Advisors's WDC Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of Western Digital (WDC) in Q1 2021, closing a stake of 926 shares — an estimated $39K sold.

Capital Directions Investment Advisors first reported a position in WDC in Q1 2020 and held it in 4 quarters. The position peaked at $39K in Q4 2020. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

  • Capital Directions Investment Advisors reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 926 Western Digital shares in Q1 2021, an estimated $39K.
  • Capital Directions Investment Advisors first reported a position in Western Digital in Q1 2020 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Western Digital position peaked at $39K in Q4 2020.
  • 669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.