Clarus Wealth Advisors’s Western Digital WDC Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-292	Closed	-$11K	–	547
2019 Q2	$11K	Buy	292 +2	+0.7%	+$69	0.01%	432
2019 Q1	$11K	Buy	290 +3	+1%	+$103	0.01%	514
2018 Q4	$8K	Buy	287 +3	+1%	+$106	0.01%	542
2018 Q3	$13K	Buy	284 +4	+1%	+$203	0.01%	507
2018 Q2	$20K	Buy	+280	New	+$17.8K	0.02%	427

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's WDC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Western Digital (WDC) in Q3 2019, closing a stake of 292 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in WDC in Q2 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2018. 659 funds tracked by Wall St. Rank hold WDC as of Q3 2019.

Clarus Wealth Advisors reported no remaining Western Digital position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 292 Western Digital shares in Q3 2019, an estimated $11K.
Clarus Wealth Advisors first reported a position in Western Digital in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Western Digital position peaked at $20K in Q2 2018.
659 funds tracked by Wall St. Rank held Western Digital as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.