CSat Investment Advisory’s Western Digital WDC Stock Holding History

CSat Investment Advisory’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
2021 Q1	$38K	Sell	761 -214	-22%	-$10K	0.03%	263
2020 Q4	$41K	Sell	975 -1,658	-63%	-$55K	0.04%	191
2020 Q3	$73K	Buy	2,633 +516	+24%	+$15.3K	0.01%	589
2020 Q2	$70K	Buy	2,117 +1,016	+92%	+$32.9K	0.01%	597
2020 Q1	$35K	Buy	1,101 +53	+5%	+$2.35K	0.01%	618
2019 Q4	$50K	Buy	1,048 +263	+34%	+$11K	0.01%	628
2019 Q3	$35K	Sell	785 -649	-45%	-$27.7K	0.01%	632
2019 Q2	$52K	Buy	1,434 +849	+145%	+$29.1K	0.02%	503
2019 Q1	$21K	Sell	585 -172	-23%	-$5.89K	0.01%	311
2018 Q4	$21K	Buy	757 +475	+168%	+$16.8K	0.01%	274
2018 Q3	$12K	Buy	282 +170	+152%	+$8.61K	0.01%	344
2018 Q2	$7K	Buy	+112	New	+$7.13K	﹤0.01%	422

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's WDC Position: Q1 2021 in Review

CSat Investment Advisory reduced its Western Digital (WDC) stake by 22% in Q1 2021, selling an estimated $10K and leaving 761 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #263.

CSat Investment Advisory first reported a position in WDC in Q2 2018 and has held it in 12 quarters since. The position peaked at $73K in Q3 2020. 670 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

CSat Investment Advisory held 761 shares of Western Digital worth $38K as of Q1 2021.
CSat Investment Advisory sold 214 Western Digital shares in Q1 2021, an estimated $10K.
Western Digital made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #263 holding.
CSat Investment Advisory first reported a position in Western Digital in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Western Digital position peaked at $73K in Q3 2020.
670 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.