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Clearview Wealth Advisors’s Western Digital WDC Stock Holding History

Clearview 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
2022
Q1 		– Sell
-132
Closed -$7K – 701
2021
Q4 		$7K Buy
+132
New +$5.74K ﹤0.01% 464
2021
Q1 		– Sell
-120
Closed -$5K – 651
2020
Q4 		$5K Buy
+120
New +$3.98K ﹤0.01% 454

Other funds holding WDC

Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Clearview Wealth Advisors's WDC Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Western Digital (WDC) in Q1 2022, closing a stake of 132 shares — an estimated $7K sold.

Clearview Wealth Advisors first reported a position in WDC in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 646 funds tracked by Wall St. Rank hold WDC as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Western Digital position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 132 Western Digital shares in Q1 2022, an estimated $7K.
  • Clearview Wealth Advisors first reported a position in Western Digital in Q4 2020 and held it in 2 quarters.
  • Clearview Wealth Advisors's Western Digital position peaked at $7K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Western Digital as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.