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Carmel Capital Partners’s Western Digital WDC Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-247
Closed -$8.53K – 704
2023
Q3 		$8.53K Buy
+247
New +$7.79K ﹤0.01% 482
2023
Q2 		– Sell
-132
Closed -$3.77K – 480
2023
Q1 		$3.77K Buy
+132
New +$3.87K ﹤0.01% 379

Other funds holding WDC

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carmel Capital Partners's WDC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Western Digital (WDC) in Q4 2023, closing a stake of 247 shares — an estimated $8.53K sold.

Carmel Capital Partners first reported a position in WDC in Q1 2023 and held it in 2 quarters. The position peaked at $8.53K in Q3 2023. 608 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Western Digital position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 247 Western Digital shares in Q4 2023, an estimated $8.53K.
  • Carmel Capital Partners first reported a position in Western Digital in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's Western Digital position peaked at $8.53K in Q3 2023.
  • 608 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.