Columbia Asset Management’s Western Digital WDC Stock Holding History

Columbia Asset Management’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 Q4	–	Sell	-1,537	Closed	-$104K	–	183
2022 Q3	$104K	Sell	1,537 -7,592	-83%	-$252K	0.03%	168
2022 Q2	$309K	Buy	+9,129	New	+$367K	0.08%	138
2021 Q4	–	Sell	-4,763	Closed	-$203K	–	196
2021 Q3	$203K	Hold	4,763	–	–	0.04%	180
2021 Q2	$256K	Sell	4,763 -185	-4%	-$10K	0.06%	162
2021 Q1	$250K	Hold	4,948	–	–	0.05%	163
2020 Q4	$207K	Buy	+4,948	New	+$164K	0.04%	171
2018 Q4	–	Sell	-7,859	Closed	-$348K	–	220
2018 Q3	$348K	Sell	7,859 -4,332	-36%	-$219K	0.09%	133
2018 Q2	$713K	Buy	12,191 +1,124	+10%	+$71.5K	0.21%	95
2018 Q1	$772K	Sell	11,067 -608	-5%	-$40.9K	0.23%	95
2017 Q4	$702K	Hold	11,675	–	–	0.2%	108
2017 Q3	$762K	Sell	11,675 -662	-5%	-$43.9K	0.23%	97
2017 Q2	$826K	Sell	12,337 -1,323	-10%	-$87.9K	0.27%	86
2017 Q1	$852K	Sell	13,660 -4,309	-24%	-$248K	0.29%	80
2016 Q4	$923K	Sell	17,969 -4,559	-20%	-$210K	0.31%	74
2016 Q3	$996K	Sell	22,528 -472	-2%	-$17.8K	0.35%	69
2016 Q2	$822K	Buy	+23,000	New	+$757K	0.29%	83

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Columbia Asset Management's WDC Position: Q4 2022 in Review

Columbia Asset Management sold out of Western Digital (WDC) in Q4 2022, closing a stake of 1,537 shares — an estimated $104K sold.

Columbia Asset Management first reported a position in WDC in Q2 2016 and held it in 16 quarters. The position peaked at $996K in Q3 2016. 525 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

Columbia Asset Management reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
Columbia Asset Management sold 1,537 Western Digital shares in Q4 2022, an estimated $104K.
Columbia Asset Management first reported a position in Western Digital in Q2 2016 and held it in 16 quarters.
Columbia Asset Management's Western Digital position peaked at $996K in Q3 2016.
525 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Columbia Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.