Connectus Wealth’s Western Digital WDC Stock Holding History

Connectus Wealth’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 Q2	–	Sell	-4,220	Closed	-$208K	–	480
2022 Q1	$208K	Sell	4,220 -163	-4%	-$6.69K	0.01%	351
2021 Q4	$216K	Buy	+4,383	New	+$190K	0.01%	322

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Connectus Wealth's WDC Position: Q2 2022 in Review

Connectus Wealth sold out of Western Digital (WDC) in Q2 2022, closing a stake of 4,220 shares — an estimated $208K sold.

Connectus Wealth first reported a position in WDC in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

Connectus Wealth reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 4,220 Western Digital shares in Q2 2022, an estimated $208K.
Connectus Wealth first reported a position in Western Digital in Q4 2021 and held it in 2 quarters.
Connectus Wealth's Western Digital position peaked at $216K in Q4 2021.
629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.