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Cornerstone Advisors (Washington)’s Western Digital WDC Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$32K Sell
1,148
-301
-21% -$8.95K ﹤0.01% 323
2020
Q2 		$48K Sell
1,449
-386
-21% -$12.5K 0.01% 266
2020
Q1 		$58K Buy
1,835
+336
+22% +$14.9K 0.01% 201
2019
Q4 		$72K Sell
1,499
-224
-13% -$9.35K 0.01% 194
2019
Q3 		$78K Buy
1,723
+389
+29% +$16.6K 0.01% 169
2019
Q2 		$48K Sell
1,334
-51
-4% -$1.75K ﹤0.01% 414
2019
Q1 		$50K Sell
1,385
-984
-42% -$33.7K ﹤0.01% 356
2018
Q4 		$66K Sell
2,369
-56
-2% -$1.99K 0.01% 248
2018
Q3 		$107K Sell
2,425
-589
-20% -$29.8K 0.07% 202
2018
Q2 		$176K Buy
3,014
+33
+1% +$2.1K 0.12% 137
2018
Q1 		$208K Sell
2,981
-30
-1% -$2.02K 0.14% 116
2017
Q4 		$181K Hold
3,011
– – 0.12% 126
2017
Q3 		$197K Buy
3,011
+30
+1% +$1.99K 0.14% 110
2017
Q2 		$200K Sell
2,981
-30
-1% -$1.99K 0.11% 103
2017
Q1 		$188K Hold
3,011
– – 0.1% 101
2016
Q4 		$155K Buy
3,011
+34
+1% +$1.57K 0.13% 121
2016
Q3 		$132K Buy
2,977
+7
+0.2% +$264 0.11% 130
2016
Q2 		$106K Buy
2,970
+160
+6% +$5.27K 0.11% 104
2016
Q1 		$100K Buy
2,810
+61
+2% +$2.18K 0.11% 110
2015
Q4 		$125K Buy
2,749
+20
+0.7% +$1.02K 0.14% 104
2015
Q3 		$164K Hold
2,729
– – 0.14% 107
2015
Q2 		$162K Hold
2,729
– – 0.13% 111
2015
Q1 		$188K Sell
2,729
-19
-0.7% -$1.49K 0.15% 113
2014
Q4 		$230K Buy
2,748
+19
+0.7% +$1.44K 0.17% 101
2014
Q3 		$201K Sell
2,729
-6
-0.2% -$451 0.16% 42
2014
Q2 		$191K Hold
2,735
– – 0.18% 48
2014
Q1 		$190K Buy
2,735
+89
+3% +$5.81K 0.22% 41
2013
Q4 		$168K Hold
2,646
– – 0.24% 45
2013
Q3 		$127K Buy
+2,646
New +$131K 0.22% 50

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WDC Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Western Digital (WDC) stake by 21% in Q3 2020, selling an estimated $8.95K and leaving 1,148 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Cornerstone Advisors (Washington) first reported a position in WDC in Q3 2013 and has held it in 29 quarters since. The position peaked at $230K in Q4 2014. 565 funds tracked by Wall St. Rank hold WDC as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,148 shares of Western Digital worth $32K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 301 Western Digital shares in Q3 2020, an estimated $8.95K.
  • Western Digital made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #323 holding.
  • Cornerstone Advisors (Washington) first reported a position in Western Digital in Q3 2013 and has held it in 29 quarters since.
  • Cornerstone Advisors (Washington)'s Western Digital position peaked at $230K in Q4 2014.
  • 565 funds tracked by Wall St. Rank held Western Digital as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.